The Investment Process
Totally Independent – No commitments to any fund houses
Aisa’s team of experienced and qualified investment professionals offer our clients a truly personal and responsive service delivering reassurance in a wholly transparent way.
Investors nowadays are often overwhelmed by the sheer number of investment proposals on offer. These proposals often set out to coax and cajole on an emotional basis rather than offering any consistent investment method.
Our investment style makes sense for all the following reasons:
Our service stands out from the pack
Our style stems from our conviction of its underlying merits
Our investment method is easily understood in terms of financial rationality and prefers the construction of a trustworthy relationship
True diversification lies in investment styles
Aisa Investment team meetings are held every quarter to discuss and review issues affecting our investors.
Objectives:
Risk Analysis
Asset Weighting
Due Diligence
Fund Selection
Ultimately we are able to provide portfolio management and construction, which is balanced to your attitude to risk through risk profiling.
Asset Allocation
Exclusively for our clients, we have created fund recommendations updated every 3 months with easy explanations of Asset Allocation – how it works from bottom up and top down – and how it can form the main plank of any investment strategy.
What investment classes are there?
Property
Equities
Fixed Interest
Commodities & Derivatives
Which all require specialist investment advice.
Whether it be Exchange Traded Funds, shares, gilts or property then you can be assured that an Aisa adviser has the appropriate higher qualification.
Commodities are considered on an individual basis. As for the various investment classes there are hundreds of investment products available from many different companies, and if you are attempting to do it by yourself, choosing one that’s right for you might seem like an uphill struggle.
For more information and assistance, contact us
Whilst you can get all kinds of ‘unbiased’ information from all over the web, this will not make you an overnight expert and there will often still be questions that you didn’t even know to ask!
For complete reassurance you should be seeing a specialist – one who has both technical knowledge far in excess of a website, and the ability to tailor that knowledge to your individual circumstances. Get in touch with us today.
2017
INTERNATIONAL INVESTMENT INTERNATIONAL FUND & PRODUCT AWARDS
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OVERALL WINNER: BEST BEST-PRACTICE IN OFFSHORE
2016
INTERNATIONAL ADVISER BEST PRACTICE AWARDS
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WINNER: BEST ADVISER FIRM EUROPE
