First Asia understands the challenges you may face in making asset allocation decisions, selecting investments for your portfolio, tracking their performance, and sticking to a disciplined strategy in the face of a volatile and ever-changing market.
First Asia offers a disciplined, comprehensive Portfolio Review that can help you solve these problems and meet your financial goals. We’ll examine your specific objectives, risk tolerance, and time frame in order to identify an appropriate asset allocation strategy and investment mix for reaching your goals.
Our investment strategy not only combine our simple, proven philosophy of buying under valued equities for both their short term and long-term appreciation but we focus our attention on global markets and use low cost investment instruments such as ETF's and no-load, low cost index/mutual funds to help you reach your goals at the least cost to you.
We will:
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Diversify your assets across various types of investments and markets to control risk and enhance performance potential
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Provide you with a customized model portfolio action plan that can be used to maximize your investments while limiting your risk and market exposure.
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Provide you with rebalance recommendations in the model portfolio as needed to maintain diversification and risk control and to take advantage of new investment opportunities
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Conduct annual portfolio review with you to confirm that the model portfolio investment strategy in which you are invested is still consistent with your investment goals
And what’s more, we offer this web based review for only $695 per year. This is thousands of dollars less then fee only advisors or Broker/Dealers and there are no hidden or annual asset fee's.
Portfolio Advisory Services can provide you the comfort of knowing you have a clear, long-range plan in place and the support of helping you to realize your objectives
Why use our service:
We are independent and only charge $695.00 per year no matter how large your portfolio holdings are
We offer our services via the web and saving you money
We focus on low cost investment instruments such as ETF and Index Funds to reduce your cost
We have no affiliation with any products
We do not sell products
We are compensated only by our clients - YOU
Our advise is objective and unbiased
Our counsel is without conflicts of interest
Our focus is on global markets with a specific focus on Greater Asian countries that can provide diversification and access to fast growing economies
Our investment returns speak for themselves
Our Portfolio Review Mission
is to assist our clients in designing their investment portfolios in accordance with well-defined goals and objectives that meets our client's short and long term investment horizons.
