When you choose to invest through Amana Private Wealth, we will take you through our disciplined and thorough approach to wealth management. Through comprehensive information gathering, analysis, decision-making and evaluation, we will develop a truly comprehensive and personalized investment strategy for you.
Our approach involves:
1. Identifying your financial goals and objectives
Your Amana Investment Advisor will gain a clear understanding of your financial goals through in-depth discussions with you and if you wish, your family members and other professionals, such as your accountant or lawyer. Your Investment Advisor will set out your unique personal profile to guide the creation of your customized strategy and to be the benchmark for your success.
2. Determining your optimal asset allocation
Your Investment Advisor will conduct a thorough asset allocation review based on your goals and objectives. This will indicate a suitable investment strategy, diversification plan, investment portfolio and asset mix to help you meet your specific financial goals.
3. Recommending investments appropriate for you
Investment recommendations will be clear and backed by prudent research and analysis. The reasons behind investment options and recommendations presented, and their relevance to your financial objectives, will be fully explained.
4. Monitoring your portfolio and keeping you informed
Your Amana Investment Advisor will Monitor the investment solutions developed for you so that they can be kept current with your changing needs ; and Provide regular reviews, along with comprehensive reporting to help you know where you stand and the reasons for any adjustments that are recommend.