Fund/Assest management: Provide management to funds, where our professional team buys and sells on behalf of investors that register with us. Management making well-timed investment decisions on behalf of our clients to grow their finances and portfolio.
Manage client assets according to investment preferences and goals.
Meet with clients to assess asset status, needs, risks, goals and progress.
Prepare financial statements, business activity reports and forecasts.
Develop, organize and maintains client portfolios.
Study market trends to maximize profits and identify investment opportunities.
Provide financial reporting and budgeting.
Coordinate with property managers, brokers and other third parties.
Assess financials for legal compliance.
Review financial reports to find ways to reduce costs.
Comply and present asset management reports to clients.