Client Evaluation Process
Client Evaluation is an ongoing process that matches a customized portfolio of funds for each client exactly to their needs as they may evolve over time.
Specify Your Time Horizon:
Defines the client’s expectations in terms
of time frame for returns
Evaluate Your Risk Tolerance:
Defines the client’s emotional response towards investment
volatility
Define Your Future Liabilities:
Evaluates the client’s personal debt and liabilities
Optimize
Your Assets:
Defines the exact proportional mix of funds to suit the client’s investment profile
