Our service is about helping financial advisors develop a sustainable solution to help their clients meet their financial goals. Portfolio management is a key part of any financial plan as it defines the wealth accumulation strategies which will eventually fund the financial objectives. Today, clients face unmatched levels of market uncertainty and volatility amidst a series of global events that has the potential to destabilise the global economy, resulting in significant drawdown on their investment portfolios which often leads to the panicky decisions by clients to terminate their investment plan and actualise paper losses.
You will be equipped with a framework to understand the markets and answer pertinent questions your clients may have relating to their investment plan and manage their concerns and provide needed assurance about how their investment strategies are aligned to their risk profile, investment objectives and time horizon.
The Investment Strategy service will help in the following ways:
• Understand business cycles and its impact on investment planning
• Interpret economic indicators and its implications on a portfolio
• Risk management: Embracing bull markets and avoiding bear markets, and minimising significant drawdowns
• Integrate asset allocation strategies with economic data and technical analysis
• Apply asset allocation strategies in the context of selecting unit trust funds
In My Opinion, the track record is testament of how financial advisors can help their clients with this service. Achieving financial goals is a marathon, not a sprint. That’s why looking at longer term results matters.
• 5-year annualised returns: 8.8%
• 10-year annualised returns: 7.8%
As of 31 Dec 2024, based on a 100% equity portfolio
To explore further, drop me a note simon@inmyopinion.com.sg