Asset management
The services provided by Aforge Finance are founded on five principles:
- A personalized approach
Within the limits of the strategy previously defined with the client. That strategy will determine investment choices, investment amounts, desired levels of gain and accept-able risk, along with the manner in which the investments are financed. - Coordination of skills
This enables the whole range of investment solutions to be addressed, including finan-cial markets, acquisition of corporate equity, insurance and real estate. - Neutral investment selection
This stems from Aforge Finance’s independence from any other entity, enabling it to play its advisory role to the full. - Enhanced access to investment solutions
Based on a specific organizational structure:- Each client defines individually the investments to be made,
- Specifications are laid down in an engagement letter,
- Backed at all times by total knowledge of the client’s circumstances and re-quirements, Aforge Finance can design, research and select investment oppor-tunities in optimal conditions.
- Constant adjustment of asset allocation
Based on constant monitoring of markets, legislation and the client’s situation, this is implemented under an annual asset management subscription agreement.
