At our core, we are investors. Our goal is to maximize your after-tax returns with an acceptable level of risk. After careful study of your unique situation, we produce a tailored investment plan that serves as a roadmap for our consulting relationship.
The process begins with a detailed interview. We synthesize this information with empirical analyses of your unique tax, estate planning, business, and personal circumstances to establish a balance of income and growth that will fit your needs both now and in the future. We use third party funds, managers and solutions to fulfill the growth aspects of the investment plan.
These are Branch Mangers of Awash Insurance company. They obviously enjoying my class. Education is the only hope to change Africa and Middle East. Once you have had a chance to review and approve this investment plan, we carefully implement it. Our internal portfolio managers, analysts and traders are talented investors, constantly searching for the right structure, solution or third party managers to blend together within your portfolio. We are dedicated to thoughtfully managing your costs related to transactions, taxes, and third party fees.
Finally, we make revisions to the investment plans as necessary. The most successful public market investors understand that investment policy and asset allocation must be dynamic. It is not a “set it and forget it” proposition. Circumstances change and the most successful investment plans must be flexible.
Teaching Financial Planning and Insurance to Ethiopian Insurance executive. I do this for free.
These are Branch Mangers of Awash Insurance company. They obviously enjoying my class. Education is the only hope to change Africa and Middle East.