Lump Sum Investments
"Precise, Reliable, Masterful."
These are words spoken by amazed and satisfied customers the world over - people who truly value the engineering and craftsmanship shown by Swiss timepiece makers over the years. What really impresses us is that individuals looking for a watch that will last a lifetime understand that quality and attention to detail come only from applying skill, patience and a genuine interest to serve the customer. In fact, just as Swiss watchmakers create something valuable and worth holding onto, everyone here at Select views our clients' lump sum investment goals in a very similar way.
Should you choose to engage our services, you'll find our consultants skilled at helping to clarify your thinking in each of the following five areas - and well before you make any capital investment decisions:
- Your investment objectives
- Your preferred risk/reward profile
- Your investment timeframe
- Your liquidity requirements
- Your investment personality and style
Select Asset Management has the solution!
From an initial assessment of your current circumstances and objectives, we are able to design a portfolio that includes some of the world's most reputable fund management companies. (These include J.P. Morgan, Alliance Bernstein, Allianz Global Investors, Blackrock, Franklin Templeton, Pictet Asset Management, GAM Fund Management, Schroder Investment Management, Credit Suisse, BNP Paribas, BNY Mellon, Guiness Asset Management, Invesco Management, Pimco Global Advisers, Polar Capital, Vanguard, and many more.)
All of our recommendations will take into account your existing assets and include detailed explanations on why the particular investment companies have been chosen. That's why we provide our clients with 24/7 Internet access to the most up-to-date information possible on investments. Clients can then monitor their portfolios at any time, from any place, via an easy to use and secure web interface.
If you're ready to find out more about lump sum investing and experience a service as reliable as clockwork, then contact us today.
We look forward to hearing from you.