It’s a sad fact of investing. Too many people and organisation today are investing without planning, overlooking the importance of evaluating their needs and goals, and often failing to understand the characteristics of investment products. The consequence is a large discrepancy between expectation and performance. At Avallis Financial, we make sure this does not happen to you. Through responsible investment management, client-specific financial analysis and market research, we can help you achieve your financial goals.
At Avallis Financial, we offer you such services, adopting the most appropriate strategies and structures to meet your investment objectives, bring you an advisory process where you are not only involved, but in control.
The first thing we do is to meet you and talk about your financial concerns. This is where our relationship and the process of PAM begin. Involving risk coaching, our meeting will establish your investment time horizon, familiarity of investments and risk appetite as well as the unique circumstances. We will also determine your return expectations and liquidity requirements, thus clearly defining your investment objectives.
At Avallis Financial, we are aware of the importance of individual attention to building a lasting relationship. Our reliable and knowledgeable Advisers will always have the time to help you understand the whole process.
With the help of our proprietary investment model, our Advisers will construct for you a portfolio of funds based on your investment objective and risk profile. Until you are satisfied with the portfolio recommended, we will continuous to explore all possible and suitable options.
Once you have agreed upon the recommended portfolio, implementation of the plan follows next. This is where the efficiency of our proprietary funds settlement system kicks in to your advantage.
Critical to our approach is accountability, as we believe lack of proper communication worries clients. On a quarterly basis you will receive a complete performance report of your portfolio and rebalancing recommendation if needed. At the same time, our Advisers are available to meet with you to discuss how things are going and, most importantly to review your investments and see if external or personal changes warrant further adjustments.
Avallis Financial prides itself on being service oriented. As a client-focus firm, you can count our constant evaluations of the composition and performance of your investment portfolio to ensure that your long-term objectives are being met.
With the help of our proprietary investment model, our Advisers will construct for you a portfolio of funds based on your investment objective and risk profile. Until you are satisfied with the portfolio recommended, we will continue to explore all possible and suitable options.