United Financial Consultants - Investment Process

INVESTOR TOOLS

THE INVESTMENT PROCESS

OFFSHORE INVESTING BENEFITS

CURRENCY CALCULATOR

RETIREMENT CALCULATOR

Portfolio Management Process

To craft and execute an investment plan to achieve your personal investment objectives within a time frame, and to create the highest potential for investment return while undertaking an appropriate degree of risk; we have constructed a blueprint of the investment planning process to guide you through the comprehensive phases of financial planning.

	Define a time horizon
	Determine your contribution amount
	Ascertain a complete understanding of your objectives

	Explain our comprehensive range of our funds and their performance in various market environments
	Determine return objectives
	Analyze liquidity/portfolio concentration

	Select an investment strategy that best suits your requirements
	Utilizing our portfolio management tool; we illustrate your expected rate of returns and projected volatility measurements

	Rebalance Portfolio to ensure strategy adheres and targets your objective
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