We offer a bespoke discretionary asset management service to our private clients. Our approach is highly personalised and takes into account your investment objectives and risk profile.
After gaining a thorough understanding of your needs, we advise you on an optimum investment strategy to achieve your objectives. We regularly revisit the process to ensure that our investment strategy remains aligned with your investment goals and changes in the market.
Our emphasis is on a high level of personal service and, most importantly, on long term performance.
Wealth Design International manages its own funds at present, building a track record of performance with a view to forming a hedge fund for our clients and colleagues to invest in. The portfolio of stocks is managed and if necessary traded daily with the object of outperforming the Dow Jones Industrial Average on a quarterly and annual basis. Our approach is to seek out stocks that show a balanced mix of high dividend yields and capital appreciation, with a leaning towards the former.
Some important disclosure documents :
ADV II - FEES AND REGISTRATION DETAILS
POLICIES AND PROCEDURES MANUAL
PRIVATE POLICY STATEMENT
