We want to ensure that every client investing in one of our model portfolios is investing in the model that is the most suitable, given that client’s goals, objectives, investment time horizon and risk tolerance level.
A systematic and disciplined approach is of critical importance in developing and monitoring the model portfolios. Such an approach is equally important in making sure that each of our clients understands their individual “investor profile.” Determining this profile is both objective and subjective. Each client completes a standard questionnaire form which determines in as objective a way as possible, which model would be most suitable. We then review the questionnaire and the resulting profile with the client to ensure that the client agrees with the more objective assessment. In cases where the objective and subjective results are not a match, we ensure that the model recommended to the client is the one where there is the highest comfort level.