- About us
- Investment Plans
- Investment Management
Personal Consultation: Through personal consultations, your Golden Crest advisor identifies your Investor Profile based on six key factors: Time Horizon, Net Worth, Savings Rate, Risk Attitude, investment knowledge and money values.
Investment Proposal: We then generate an Investment Policy Statement (IPS) based on your Investor Profile. IPS is designed to maximize returns relative to your risk tolerance.
Portfolio Implementation: We invests the assets in strict accordance to the IPS in a portfolio of institutional-grade asset class funds.
Performance Reporting: We provides you with a comprehensive reporting package that includes portfolio performance and all transactions made for the quarter
Rebalancing: Continuous monitoring ensures that your portfolio remains in compliance with your IPS. We periodically rebalances the portfolio back to the original guidelines.
Regular Communication: Your circumstances may change over time, bringing new opportunities and challenges. Your Golden Crest advisor will communicate with you regularly to provide ongoing financial advice.