We can also provide referral to qualified and professional property buyers for residential and commercial property investment purchases.
We will review your situation and your portfolio on a 6 monthly or annual basis and advise of any required changes.
Our Internal Investment Process:
- Meeting Fund managers at least quarterly
- Investment Committee Meetings every quarter to assess performance, alignment and changes to the model portfolio’s
- Attend exclusive briefings and conferences (Portfolio Construction Academy, Van Eyck conferences, Money Management Think Tanks) to make sure we are always challenged in our thinking to portfolio positioning