Investment Portfolio Management

Investment Portfolio Management

Navigating the financial markets can be a daunting task. My role as your advisor is to take over that task, to help you manage and invest your monies systematically while keeping you focused on your longer term financial goals. I also call this the unsexy portfolio because the goal of this portfolio is for steady wealth enhancement and it should tie in with your longer term goals (such as Education Funding and Retirement).

 

Portfolio Management & Servicing:

  • Core + Tactical allocation
  • Quarterly rebalancing 
  • Quarterly email update
  • Mid-Year & Year-End Review
  • Advice on adhoc top ups (especially corrections / period of opportunities)

 

Our Partners

  • 5 investment platforms
  • 69 asset management companies
  • Accredited Investor Funds including Fundsmith, Ballie Gifford and more
  • Unit Trust funds, ETFs, Stocks, Bonds

 

Portfolios

  • Capital Appreciation
  • Dividend & Passive income portfolio

 

Disclaimer: The content above, including all information, opinions, and interactive elements, was created by the individual financial consultant. The views expressed are the consultant’s own and do not necessarily reflect the official policy or position of Financial Alliance. Financial Alliance does not guarantee the accuracy or completeness of this content and is not responsible for any errors or omissions. If you believe any information is inaccurate or have other feedback regarding this content, please contact us at feedback@fa.com.sg.

Readers should seek independent, unbiased financial advice that is customised to their specific financial objectives, situation, and needs. This publication has not been reviewed by the Monetary Authority of Singapore.

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