"Diversification reduces risk and makes it far more likely that you will achieve the kind of good average long-run return that meets your investment objective.” Burton Malkiel, A Random Walk Down Wall Street
PROVIDENT FUND ASSISTANCE
We offer an independent portfolio review and planning service which provides our clients with a thorough analysis and recommendations. Most employers offer a sponsored provident fund for their employees to handle. Provident funds just like most portfolios need to be constructed and reviewed on an regular basis.
You will receive an independent evaluation of your portfolio and its key metrics that impact future performance. Our review is based on Nobel Prize-winning academic research and investment best practices.
Provident Portfolio Review Services
We will review your current provident fund holdings and provide a report that will contain analysis and recommendations. This is an optimal solution where independent advice is needed without having to give away a percentage of your portfolio as management and advisory fees.
Our analysis includes the following factors:
Composition of each individual fund
Country(ies) social, economic and political environment including its future trends
Industry(ies) economic environment as well as its future trends
Portfolio allocation based on risk/return and your risk tolerance
The portfolio review service is a one-time cost of $500 delivered within 7 to 10 days.
Further semi-annual and annual reviews are recommended and can be requested at any time. We put our client relationship above all and are available to assist our clients with any further advice when required.
Interested in the portfolio reviewing and planning service?