Investors all over the world fall into different logical categories. There are some who run their own business and need a wealth manager to put their extra money to good use. There are also families who have collected wealth over a period of time. Sometimes their wealth has been passed on from generation to generation and finally, someone in the clan decides to hire a wealth manager to diversify their wealth into different asset classes. Most of the time, what these wealthy individuals are trying to do is keep themselves safe during tough economic tough economic. Wealth managers may sometimes work with trusts which are set up to preserve and grow the wealth of their shareholders.
The most important question that any investor can ask their wealth manager or financial advisor is how they will manage ‘risk’. There are usually three types of risks associated with any type of investment. It is either a market risk, reputational risk and finally the operational risk. If a wealth manager can assure you that they can manage your money by developing strategies that will minimize your risk, then you should definitely consider them for financial advisory. 10-Capital is one of those wealth management firms that has built a strong portfolio of clients based on their expertise in relationship building and financial planning. The firm comprises of a team of investment managers, risk and research analysts, and business development staff that helps their clients in realizing their life long dreams of gaining financial freedom.
10-Capital Investment Strategy
One of the most important elements of working with 10-Capital is that they work with you every step of the way and develop investment portfolios that are tailored to your needs and interests. The follow an innovative LIVE model to invest your wealth in one of the most lucrative assets classes from around the world. LIVE which is a short form of Liquidity, Income, Volatility, and Expected Returns is at the heart of 10-Capital’s investment philosophy. Here is a quick break down of this investment model:
One of the most important questions that any investor asks before committing to a wealth advisory is what are their liquidity timelines. The reason for this concern is that investors want to make sure that they will be able to withdraw their money as and when they would like. 10-Capital ensures that client interests are kept at the forefront when the contracts are drafted with sellers of securities, properties or any other asset class.
To gain their clients’ trust, 10-Capital ensures that their investments generate enough income for their clients to keep them calm for years. Research Analysts at 10-Capital keep a close eye on the market and prompt the portfolio manager if there has been an up or downward shift that can affect a client’s portfolio. As soon as the news reaches the portfolio manager, they are able to adjust their investment to ensure that risks are appropriately managed and the combination of assets bought through client’s money generate adequate income on a regular basis.
Just like no press is bad press, any kind of volatility in the market if properly capitalized can generate income for the investors. Hence, 10-Capital team ensures the portfolio is diversified into lucrative asset classes that can mitigate the downside risk of the market. The value of a certain asset class can go down either because there is negative news about the source or if the infrastructure on which the asset is based on is faulty. To mitigate all these risks, portfolio managers at 10-Capital are always looking for triggers in the market to shuffle investments as and when required.
The bottom line for any investor is the expected return a particular wealth advisory firm can generate. To ensure that their existing and potential clients are satisfied with their numbers, 10-Capital team members benchmark their products with relevant indices in order to keep a check on their portfolio. Some of the commonly known indices which are being monitored on a regular basis include S&P 500, Dow Jones, and Barclays Bond Index.
Why do clients like to work with 10-Capital?
One of the major reasons why investors are willing to work with this firm is that their team is very involved with their clients. Every now and then, the firm is organizing small get-togethers with their clients to understand how they are doing in their normal lives and whether there have been any shifts in their choice of investments or not. If an investor was initially inclined towards long term investment products like REITs, the portfolio managers need to know if their clients have the same goals or they want to enter into a more volatile market like financial securities or gold bullion. Client engagement can be seen as one of the key success factors for 10-Capital in the past few years.
Besides that, the compliance staff at this wealth advisory firm ensures that client information is kept confidential at all times. Even when the emails are sent out for regulatory or client information purposes, the files are password protected to ensure that there is no unlawful access to investor information. In the wealth management industry, confidentiality is one of the key differentiators of good investment vehicles from the bad ones. Hence, it is important that when you seek out a financial advisor for your own or your family’s wealth, you get a good understanding of how the firm protects your information from being hacked by any unauthorized individuals.
Why Choose 10-Capital?
One of the important reasons why investing your money with 10-Capital could be a great idea is that the staff is very friendly and works like a strong team to preserve your wealth for a long period of time. Every individual takes ownership of their work and communicates in the most effective manner with every client of the firm.