Tailored Investment Solutions

Our professional financial advisors provide a high-quality service for those seeking a customized investment portfolio. Your funds will be allocated to top-tier managed investments from a diverse selection of fund managers, both within the U.S. and internationally, all rigorously vetted against strict industry standards. Your portfolio will be actively managed to optimize long-term growth and returns.

Building the right solution for you

Your financial adviser will work closely with you to take you through the following process. They’ll deliver a tailored solution that meets your individual requirements

Phase 1: Understanding

Understand your wealth objectives, preferences, risk tolerance and risk capacity.

Phase 2: Investment strategy

Create a tailored investment strategy and strategic asset allocation that reflects these goals and appetite for risk most appropriately.

Phase 3: Fund selection

Select the best-of-breed fund managers in each asset class aligned to your requirements.

Phase 4: Portfolio construction

Construct and maintain a customised portfolio that is in line with this investment strategy, and optimally positioned for current market conditions.

Phase 5: Reporting and Review

Regular reporting on your portfolio, tactical asset allocation as required and annual reviews. Online access to your portfolio so that you can review your investments at any time

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Strategic Asset Allocation

We use an advanced asset allocation strategy developed by our investment consultants, integrating market analytics and proprietary research to model 5,000 potential scenarios for each asset class annually. This ensures optimized outcomes based on varying risk profiles. Your advisor will tailor this strategic asset allocation to align with your specific financial objectives.

Fund Manager Research

At Wealth Watch Advisory, we believe in selecting fund managers based on rigorous evaluation rather than past performance alone. Our research focuses on investment strategies with a disciplined and repeatable process, increasing the probability of long-term success.

When analyzing funds, we assess key components of the investment approach, and our consultants conduct in-depth interviews with the professionals responsible for financial decision-making.

Your advisor will curate a best-in-class selection of funds for your personalized investment portfolio.
Our assessment includes:
  • Firm ownership structure
  • Experience of the investment team
  • Decision-making framework
  • Risk management and regulatory compliance
  • Firm culture and ability to execute investment strategies effectively
  • Operational efficiency and transparency