Javelin Wealth Management - TAILORED CLIENT PORTFOLIOS

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TAILORED CLIENT PORTFOLIOS

Once we have gone though the Javelin Wealth Management Advisory Process with our new clients, we will work to produce a financial or investment review that includes our suggestions for a portfolio that is tailored to meet their specific investment requirements and risk appetite.

Typically, each portfolio will have a spread of investments included. These may range from equity funds, fixed income funds, commodity funds, property funds and hedge funds among many others. All the funds we recommend have been researched extensively by our team and are deemed to meet our tests for risk based returns, costs, compliance, liquidity and transparency. We use a variety of research resources to assist us in our research, notably the “Morningstar” global fund databases and those of the individual fund managers concerned.

Our clients could end up holding these investments in a “wrap” style portfolio account which helps to minimize establishment and ongoing charges, and to maximize administrative convenience.

In all cases, cost minimization and transparency is of critical importance: we make extensive use of Exchange Traded Funds (ETF’s) and Index Funds for this reason: low cost, high liquidity and optimal use for asset allocation purposes.

The tailored fund portfolios are held in the investor’s own name and managed by Javelin Wealth Management on a non-discretionary basis. This means that any time we wish to recommend a change to the portfolio, we need to get prior approval from the investor.