Private Wealth Managed Service
The VWMC Private Managed Investments consist of comprehensive investment solutions and value-added services tailored to your needs and those of your family.
Our Process
Your advisor will follow a rigorous process to establish a personalized investment plan to reach your financial goals
Establishing
1.
Establishing Your Financial Profile -KYC Questionnaire
Our professional Advisors will interact with you (and your family) to identify your short and long-term financial goals, and we tailor our services to your needs.
We assess your risk tolerance, objectives and other essential financial information by using the “Know Your Client Questionnaires”, Then we establish your client profile.
Understanding
2.
Understanding Your Financial Goal
It is crucial for our Advisor and Portfolio Manager to have a comprehensive understanding of your current financial situation, such as types of income, investments, risk tolerance, objectives, time horizon and more. We will develop and tailor an asset allocation strategy that best achieves your goals.
Building
3.
Building an Investment Policy Statement
The Investment Policy Statement (“IPS”) provides us with a framework within which we can operate on a discretionary basis. We set ranges for fixed income and equity investments, layout any restrictions that you may want on your managed account, and set out the portfolio reporting process.
Implementing
4.
Implementing Your Personal Investment Policy Statement
We recognize that our clients are at a particular stage in life and requires customized solutions. We manage each client account separately and do not lump accounts together into a pooled fund. After working with you to develop an investment policy that reflects your unique needs, we implement the policy by assembling a tailored investment portfolio. We monitor the portfolio and adjust it as market conditions and your financial circumstances change.
Monitoring
& Reviewing
5.
Monitoring and Reviewing Your Investment Performance
The continuous process of reviewing your portfolio is essential since circumstances may change, such as personal and family financial situation or the capital market outlook. We monitor each portfolio to ensure that it complies with the IPS guidelines and asset mix remains appropriate. We will keep you informed every step of the way and you will enjoy full transparency of our process and your investment portfolio.
