WE START WITH YOUR GOALS AND OBJECTIVES
Select Consulting provides discretionary investment management after identifying agreed upon goals and objectives based on your individual circumstances. We develop personalized asset allocation models and manage your accounts based on these models. Account supervision is guided by your investment goals and risk tolerance.
Our investment committee, consisting of all partners and wealth managers, collaborate to derive our economic and financial market outlook, thereby providing consistent recommendations to all clients. We utilize fundamental and technical analysis to formulate our overall investment strategy. This strategy is then implemented by each wealth manager based on your specific investment objectives and risk tolerance.
Ongoing portfolio supervision includes the following characteristics:
- Evaluating investment risk
- Determining optimal asset class and sector weightings
- Monitoring manager performance
- Dynamic portfolio rebalancing
- Avoiding excess expenses
