First Principal Financial possesses the key qualities of reputation, expertise and longevity. We look forward to continuing our relationship with you in the years ahead.
Investment Advisory Service
Objective, responsible investment advice coupled with a cost-efficient Investment Advisory Service (IAS) facilitates accountability, consistent monitoring and periodic adjustments to your investment portfolio. This is a process where you are not only involved, but also in control.
Keeping with your investment objectives and upon your instructions, our Portfolio Asset Management scheme (PAM) regularly rebalances your asset mix in response to market conditions. Critical to our approach is accountability. On a regular basis, you will receive performance reports on your portfolio, together with a rebalancing recommendation if needed. And by using our own fund settlement system, your investment cost is kept to a minimum.
First Principal's Investment Committee regularly reviews and audits the funds' performance to see if rebalancing of asset classification is required. In short, PAM provides you with the assurance of a sound investment process at work.
