Investor Services
Weigh House provides comprehensive consulting services to help investors achieve financial security and realize their investment goals.
From analysing your finances, to designing the right portfolio, to keeping you on track, our objective, independent counsel focuses squarely on your requirements as you transition through life’s significant events.
1. Analyse Your Finances
- Review your assets, liabilities, income and expenses
- Project cash flows and net worth
- Assess your portfolio against proven investment principles
- Evaluate your investment risk and risk tolerance
Deliverables:
- Financial plan, including target rate of investment returns
- Comprehensive assessment of your current portfolio
Benefits:
- Provides a frame work for investment decisions
- Identifies opportunities to improve your current portfolio
2. Design a Solution
- Set appropriate objectives
- Choose an appropriate asset mix
- Develop a rebalancing process
- Outline risk reduction strategies
- Suggest tactics to reduce fees and taxes
Deliverables:
- Personalized investment policy statement (IPS)
- Documented plan for implementing your new investment portfolio
Benefits:
- Specifies a portfolio aligned with your long-term goals
- Provides clear direction on how to move forward
3. Implement your Investment Strategy
- Identifies capable, compatible investment managers for your portfolio
- Alternatively, provides resources and support services for do-it-yourself investors
Deliverables:
- A restructured portfolio consistent with your IPS
- Support services tailored to your needs
Benefits:
- Delivers a simple, balanced portfolio designed to achieve your target rate of return with minimal risk
- Cost-effective portfolio implementation
4. Monitor your Investments
- Measures the performance of multiple investment managers against proper benchmarks
- Analyses risks versus returns
- Re-evaluates your asset mix
- Updates your financial plan and IPS
Deliverables:
- Detailed investment performance report
- Recommendations for corrective actions
Benefits:
- Clarifies investment performance
- Illustrates which advisors are adding value
- Keeps you on track as personal and economic conditions change
