Drawing on our extensive financial-services experience, we seek to build and preserve our clients’ wealth. Our attention to the composition and performance of portfolios and our frequent communication with each client are the hallmarks of our service commitment. By taking the time to first understand your values and priorities, we feel we are better positioned to implement an effective strategy and then regularly review its progress.
"OUR FINANCIAL ADVISORY PRACTICE IS DESIGNED TO HELP YOU LIVE YOUR LIFE IN THE BEST WAY POSSIBLE WITHOUT UNDUE SACRIFICE OR OVEREXPOSURE TO RISK."
Awadh Corporation will offer you the guidance and advice you need. We do not ‘sell products’ and we don’t employ commission-based ‘salesmen’. This means that you are assured of a very personal yet highly professional service from the Directors of the Company who between them, have over fifty years of experience in financial planning. you are assured of the highest professional and ethical standards across our range of services. We offer a full financial planning service in the following areas:
- Personal Net-worth analysis
- Education Planning
- Retirement plans, including Self-Directed IRAs
- Pre-and post-retirement planning
- Long-term care coverage assessment
- Income-tax1 and cash flow planning
There are a number of different investment strategies that we can employ on your behalf including the use of Managed Funds, Fund of Funds and Multi-Manager options. The most appropriate strategy will be recommended following a detailed analysis of your circumstances. We will also regularly monitor future investment performance on your behalf.
- Fee-based portfolio management.
- Asset-allocation review
- Structured portfolios - including mutual funds, ETFs, variable annuities and tax-advantaged investments.
- Independent professional money manager selection
- Quarterly performance reports
- Regular performance reviews
We recognize the importance of helping clients establish portfolios using disciplined risk management. Your portfolio is evaluated for its blend of asset classes, appropriate diversification, sectors and investment management style. These factors play an important role in optimizing the risk/reward parameters for your portfolio. Only after these overall evaluations are made and broad strategies are identified will your customized strategy be implemented. Once the portolio is in place, our services include regular communication and comprehensive review. This enables us to rebalance assets and remain focused on achieving your stated objectives.
- Cash management strategies.
- Online access to account information
- Aggregate reporting on assets held at other institutions.
- Analysis of your fixed-income holdings
Our involvement is active and intense, balanced by patience and persistence. In an industry characterized by hunger for quick fortunes, we're there for the long term. Integrity and stability lie at the core of Asset Management's way of doing business. Entrepreneurs face many challenging issues. We understands such challenges and we help navigate start-ups through the critical stages of company development. Our investment professionals include successful entrepreneurs, qualified technologists, seasoned venture capitalists and experienced board members. We provide sound advice from those who have faced similar situations. Entrepreneurs can take advantage of our experience in venture capital, finance, marketing, sales, strategy and organization development.
