Portfolio Administration Process
1. Knowing you.
Private wealth management is fundamentally about forging strong, long-term relationships. The best way to start is, thus, getting to know each other. Once we know our clients in depth, we can help them to reach their goals. Establishing a good relationship and making sure that you feel comfortable with what we are offering you, is important for us and is also the foundation of your investment plan. Your first opportunity to know us is the meeting you will have with a representative of FTG Investments. You will also get our Business Terms, which establish the offered services and the commissions we charge.
2. Analyzing your needs.
The investment’s strategy and goals are both completely individual. Every client is unique and different in this aspect; by analyzing the needs, we focus in your individuality to discover what you really want. We need to get a clear view of your investments’ aspirations and needs in order to succeed.
3. Establishing your goals.
Once the investing profile is defined, we determine the appropriate strategy for your portfolio, considering the initial capital, the desired final capital, the cash flows you would like to have during your investing horizon, and many other essential aspects. A reference index is also chosen, which is used as a roadmap to maximize the odds of reaching such goals.
4. Deciding the assets.
The combination of investment assets – variable income, fixed income and liquid assets- will have an important effect on the long-term profitability. We believe that the assets allocation is the most important factor, as it affects the profitability of the entire portfolio. Therefore, deciding the assets, the bonds and cash flows is crucial.
5. Determining a reference index.
The reference indexes provide the clients a mean to compare the profitability of their portfolio, and at the same time are a frame for the responsible management of the investment and the associated risk control. Once the reference index is agreed on, we encourage our clients to keep it.
6. Configuring your investment portfolio.
Once the assets combination is decided, which is about 70% of the decision making process, FTG Investments begins to manage your portfolio by deciding the assets’ specific allocation. This means, for instance, deciding whether to invest in foreign or national assets, in which markets to invest, the assets’ relative size and valuation, etc.
Once the decisions are made, the investing strategy starts: organizing the assets, coordination with third-parties such as bank holders in your case, and assisting the assets’ transmissions through a specific administrator and, then, activating the account. When the process completion is confirmed, your investment begins to work for you.
8. Proactive management.
Proactive management has many meanings: first that FTG Investments constantly monitors your investment portfolio and actively scans all the market conditions, and thus we are not limited to a single investing style, because our goals are the clients’. This is why we use a flexible, proactive and dynamic investing approach, trying to take advantage of important information often overlooked, as well as the analysis and interpretation of public information, focusing on preserving the capital and the portfolio’s risk.
9. Keeping you informed.
Communication is the foundation of a good customer service: it helps to preserve the transparency, through clear and personalized information, and is fundamental in our concept of collaborating with your investment.