Herrand Associates Wealth Management Singapore, Tokyo Japan Client Experience

Herrand Associates Wealth Management Singapore, Tokyo
Japan: Client Experience
Evaluating Client Investment Issues
In order to provide customized service for every individual client, Herrand Associates advisors collaborate
tightly with the client to obtain a thorough comprehension of his or her current financial condition and to
pinpoint a continuing chain of investment objectives.
Client-Focused Investment Profile
With the information, Herrand Associates develops a Client Investment Profile which will be utilized as a
road map for every investment need identified to help achieve or address special choices, capabilities and
risk tolerance levels.
Strategy Development
Working closely with the client, Herrand Associates’ adviser will develop several investment
recommendations along with meticulous justifications of all prospective returns and evaluation of related
risks for each alternative. This procedure allows the client to obtain a well-define perspective of the way
each approach will realize their financial aspirations and a sound basis for deciding course of action.
Strategy Implementation
This procedure involves employing the client's chosen strategy through allocating assets in an investment
portfolio. Herrand Associates accomplishes this by integrating the allocation as a unified investment
package, enabling the client to minimize trading or acquisition costs and maximizing future client gains
Continuing Management
Managing client portfolios is a vital part of sustaining the viable implementation of every strategy. With
market fluctuations and adjustments of client requirements in time, the weight of assets will tend to move
away from the targeted results. Ascertaining the maintenance of preset course of action provides constant
protection to client interests, which is done through close monitoring by a dedicated account adviser and
occasional adjustments along the way.