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

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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:

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• Historical returns

• 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 

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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.​ 

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Interested in the portfolio reviewing and planning service?

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Send us an email at info@crewinvest.net we will then get in touch and tell you what we need to know to get things moving.

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