Category: Investments and funds. Country: Philippines.
Who are we and what can we do for you? With more than thirty years experience in the financial services sector, twelve of those dealing with expatriates and high net worth individuals in the offshore arena, we decided to make our services available to a wider audience by establishing this web site in late 2004. The principle is to provide a single source of information both to experienced investors who do not necessarily seek personal financial planning advice so that they may more easily access information from a variety of fund management groups, both traditional and alternative, as well as the products and services of offshore life insurance companies, trust companies and others and also to not the so experienced investor who want the services of an Independen Asset Manager as defined below. For us, the benefit is obvious in that we no longer have to travel extensively and spend time in airports and hotels while waiting for meetings with clients and potential clients alike. With the technology available to us today, we have found that many people are quite happy with e-mail and telephone support of their portfolios and investments. As a trade off for not being able to meet personally with you, we offer most of these funds and services at a discount by rebating commissions to reduce the charges of the management groups where the group allows us to do that. Many people do prefer to meet with an advisor to build a bond and a rapport but equally, many people do not. Travelling around the world to meet clients is an expensive business. We believe that for those clients who can accept it, and for those that prefer an execution-only style of investing, we remove the product bias created by variable commission rates and volume over-rides that may be associated with full service providers by creating a truly level playing field. Having an offshore investment structure is a good thing. How you can use it to your best advantage is another. Thats where an Independent Asset Manager (IAM) comes in. In Switzerland alone, there are about 8,000 IAMs that manage an estimated US$5 trillion to US$7 trillion.
Address: Angeles City, Pampanga
