At Funguo Consultants, we ensure that clients’ funds are well managed. We make sure that the portfolio of funds matches the clients’ risk and return profile, and we walk with the client on their journey towards financial independence.
Our steps are as follows:
Know the Investor
The first step is to establish your investment objectives. This includes determining your financial goals, your time horizon, and your risk tolerance. By understanding these factors, we can help you create an investment strategy that is tailored to your specific needs and goals.
Develop Investment Strategy
Once we have a clear understanding of your investment objectives, we can begin to develop an investment strategy. This involves identifying the types of investments that are most appropriate for you based on your risk profile and financial goals. We will also consider market conditions and economic trends to help us make informed investment decisions.
Implement Your Investment Strategy
Once we have developed an investment strategy, we will begin to implement it. This may involve buying and selling securities, monitoring your portfolio, and making adjustments as necessary. We will work closely with you throughout this process to ensure that you are comfortable with the investments we are making on your behalf.
Monitor & Review Your Portfolio
It is important to regularly monitor and review your investment portfolio to ensure that it continues to align with your investment objectives. We will provide you with regular updates on the performance of your portfolio and make recommendations for adjustments as necessary.
Rebalance & Report
Over time, your investment portfolio may drift away from your original investment strategy. We will periodically rebalance your portfolio to ensure that it remains in line with your investment objectives and risk tolerance. This may involve buying and selling securities or adjusting the allocation of assets within your portfolio. We keep you informed on the changes in your portfolio, so rest assured for a great portfolio performance!
This simple 5 step approach to investing empowers us to invest with the goals of the client in mind, and ensure that the funds are maintained to the clients’ satisfaction.
million
Assets under management
%
Returns that beat inflation
Wondering where to invest?
There are a vast array of investments to choose from. Talk to us, and we will guide you on picking the right key for your financial treasure chest.
