Client Needs

  • Risk tolerance
  • Return objectives
  • Time frame
  • Investment goals

Investment
Strategy

  • Develop your personal investment strategy together with your financial advisor
  • The investment strategy will be created based on your needs
  • You will individually make a decision to adopt your own investment startegy

Assemble
Portfolio

  • Your financial consultant along with a team of investment experts will select your investment prtfolio based on your investment startegy
  • Investment account/s will be established with a trusted securities dealer/ broker in cooperation with you

Activate
Portfolio

  • Activate portfolio investment accounts by injecting funds into them
  • Sign the related legal documents such as the power of attourneys, special authourizations, disclosure statements and related documents

HFCM
Experts

  • HFCM investment experts along with your financial advisor will manage and supervise your investment portfolio
  • You will always have access to your investment accounts with full tranparency
  • Your investment account will always be managed at your discretion

Yield

  • HFCM will issue your portfolio performance reports periodaccally
  • Yield can be reinvested in your portfolio investment accounts for the next term
  • HFCM will have its fees deducted from the investment accounts using your pre signed fees authourization

Review

  • Annual review of your investment strategy and needs
  • Periodic review of your portfolio
    • Risk tolerance
    • Return objectives
    • Time frame
    • Investment goals
    • Develop your personal investment strategy together with your financial advisor
    • The investment strategy will be created based on your needs
    • TYou will individually make a decision to adopt your own investment startegy
    • Your financial consultant along with a team of investment experts will select your investment prtfolio based on your investment startegy
    • Investment account/s will be established with a trusted securities dealer/ broker in cooperation with you
    • Activate portfolio investment accounts by injecting funds into them
    • Sign the related legal documents such as the power of attourneys, special authourizations, disclosure statements and related documents
    • HFCM investment experts along with your financial advisor will manage and supervise your investment portfolio
    • You will always have access to your investment accounts with full tranparency
    • Your investment account will always be managed at your discretion
    • HFCM will issue your portfolio performance reports periodaccally
    • Yield can be reinvested in your portfolio investment accounts for the next term
    • HFCM will have its fees deducted from the investment accounts using your pre signed fees authourization
    • Annual review of your investment strategy and needs
    • Periodic review of your portfolio