Investment Planning

At Avallis Financial, objective and responsible investment advice, coupled with a cost-effective Investment Advisory Service (IAS) facilitates accountability, consistent monitoring and periodic adjustments, bringing together an advisory process where you are not only involved, but in control.

Keeping in line with your investment objectives and upon your instructions, our Portfolio Asset Management scheme (PAM) will regularly rebalance your asset mix in response to the market’s advances and declines. Critical to our approach is accountability, where you will consistently receive performance reports of your portfolio and rebalancing recommendation where needed. With us, your investment cost is kept to a minimum by using our own fund settlement system. Avallis Financial’s Investment Committee conducts regular reviews and audits to determine if rebalancing of the asset classification and funds is required. In short, PAM gives you the assurance of a sound investment process at work. Through responsible investment management, client-specific financial analysis and market research, we can help you achieve your financial goals consistently and well-diversified to your needs.

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.

Working with Avallis Group bring with it several key benefits that differentiate us from the traditional private banks and investment houses. Some key advantages include:

Independent and objective

Independent and objective investment recommendations based on the client’s investment needs and requirements articulated through an investment policy statement. Recommendations are not driven by revenue considerations and promotion of in-house products which can lead to conflicts of interest.

A structured process

A structured and disciplined investment management process that incorporates the best of institutional investment decision-making and is made accessible to individual investors. Portfolios are constructed based on the principles of diversification, optimized based on risk-adjusted returns. The value we add is in the investment thesis, rationale, recommendations. The is reflected in the tactical asset allocation decisions and a proprietary fund selection methodology.

Informed methods

As a group we evaluate a wide range of investment ideas and opportunities daily, sourced from multiple financial institutions globally, and consider only the best ideas. On an average day, we receive dozens of investment ideas from around the world and filter out only the best ideas for that day for clients.

Deep experience

A highly experienced team of investment professionals sit on the Investment Committee with a combined total of over ten decades of cumulative investment experience derived from a wide variety of financial disciplines. The long-term experience anchors decisions to reality and attenuates market exuberance and despair. Senior team members have advised/managed funds over billions of dollars in various asset classes including fixed income, equities, and private equity.

Collectively these groups of factors have resulted in a solid track record over the past 10 years.

Avallis boasts of a transparent fee structure with no hidden fees. All fees are known to the client upfront.

To investment or not to invest? That’s the question. And surely not the only one. How much to invest, where to invest, how to invest and who to invest with are equally important considerations that demand serious attention.

Through Portfolio Asset Management PAM, Avallis Financial provides an effective solution that meets your investment needs.

Essentially, investment management through PAM is part of our all-encompassing process of client wealth management, accumulation and preservation (MAP).

PAM is our proprietary asset allocation model that tracks a wide range of funds ranging from global to regional, equity to bonds. These funds are measured against their benchmark before arriving at the settled few. At Avallis Financial, our aim is to optimise your portfolio. Access to a wide range of funds allows us independence and impartiality when giving you investment advice. Keeping in line with your investment objectives and upon your instructions, PAM will regularly rebalance your asset mix in response to the market’s advances and declines. You will also receive simple to understand, yet comprehensive quarterly valuation statements and updated reports so you know how your investments are doing. As your circumstances and preferences change, regular meetings and discussions between you and the Adviser will ensure that the portfolio is adjusted accordingly to perform consistently. In short, PAM gives you the assurance of a sound investment process at work. 

Our approach to investment is holistic and objective driven, guided by your personal investment goals, effective risk profiling, and careful cash flow projection, proper diversification of risk and good understanding of the investment made. Essentially, investment management through PAM is part of our all-encompassing process of client wealth management, accumulation and preservation (MAP).