OUR STRATEGY FOR SUCCESS
The Philosophy
Each investment is created individually for each client. Each client should go through a thorough and complete process that helps select the right investment for each client. The process is exhaustive, leaving nothing to chance.
How do we work together?
- What is your goal of investing?
- Total Net Worth/Amounts Under Management
- Experience and tolerance for volatility
- Return period
- Tax implications for trading
WHAT DO WE DO BEFORE YOU INVEST
- Complete fundamental financial analysis
- Create our internal research and model
- Determine the leader's position
- Industry Technical analysis – identifying attractive buying points
- Due diligence of key management and board of directors
- Historical analysis
- Company visit (if possible/necessary)