SERVICES
Personal Portfolio
Service
WHAT WE OFFER
Long-term rewards built
on solid relationships
We strive to understand what is important to you. In designing a personal portfolio that suits your investment needs, we need to understand your financial goals. Once we understand your goals, we can balance the risk, build trust, and create results that exceed your expectations with a tailored investment solution.
No two investment solutions are the same, which is why we ensure that every new client meets with a Relationship Manager to create a unique client profile based on investment objectives, attitude to risk, investment horizon and expected return on investment. Your unique client profile helps us decide the best way to allocate your resources across various asset classes and geographic regions.
Your ARM Portfolio Manager puts together a portfolio of investments for you in asset classes including equities, real estate, fixed-income securities, and specialized funds options based on thorough research and our global insights.
Our investment management philosophy is built around delivering strong returns consistent with two overarching principles: long-term, fundamental, value-driven investing on the one hand and risk management on the other.
This portfolio is assessed by our Risk Management team to make sure we balance the risk with the potential for consistent returns, before it’s managed daily by a specially appointed Portfolio Manager, who understands your individual ambitions, and always makes sure you have a portfolio that will work for you.
If your goals change over time, your Portfolio Manager will review and make necessary changes to reflect your changing circumstances.
Adventurous
Adventerous investors are better suited for low risk investments such as mutual funds and treasury bills
Adventurous
Adventerous investors are better suited for low risk investments such as mutual funds and treasury bills
Adventurous
Adventerous investors are better suited for low risk investments such as mutual funds and treasury bills
Curious about your risk tolerance?
Adventurous
Adventerous investors are better suited for low risk investments such as mutual funds and treasury bills
Adventurous
Adventerous investors are better suited for low risk investments such as mutual funds and treasury bills
Adventurous
Adventerous investors are better suited for low risk investments such as mutual funds and treasury bills
Curious about your risk tolerance?
Our Investment
Management Approach
The client's risk profile highly influences our asset allocation decisions
Analysis
We review, analyse and establish your current financial position, risk tolerance, investment objectives, and time horizon, with a view to developing an appropriate profile
Implement Solution
In implementing the investment strategy, our key consideration is to minimise risk without jeopardizing returns
Investment Strategy
With the profile, we formulate an investment strategy that includes several assets and diversification across sectors
Ongoing Review
PERSONALIZE YOUR PORTFOLIO
Your eggs in lots of
different baskets
we created our planning experience to be that way too.
