Investment Philosophy of the Asquith Group Asia , Tokyo Japan
The Process involved :
1 . Evaluate Your Risk Capacity Level Assess objectives , income targets , and time frame Draw up an Investment Policy Statement
2 . Evaluate Existing Investments Assess investments , review tax issues involved , and assets diversification
3 . Submit Portfolio Recommendations Joint-analyze proposed investments
4 . Institute Investment Adjustments Rearrange accounts
5 . Re-evaluate and Redistribute Portfolio Investment evaluation and market analysis