Mensah Finance Group offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. Each client receives an Investment Policy Statement, which outlines the client’s current situation (income, tax levels, and risk tolerance levels). Portfolio management services include, but are not limited to, the following:
- Investment strategy
- Personal investment policy
- Asset allocation
- Asset selection
- Risk tolerance
- Regular portfolio monitoring
Mensah Finance Group evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. Investment decisions are made in accordance with the fiduciary duties owed to our clients and without consideration of our firm’s economic, investment or other financial interests.
Before we get started, we assess your personal needs and get a feel for your unique investment style. We then work to create an investment plan that is precisely tailored to align with your individual objectives, time horizon, and risk tolerance. We also perform investment research and due diligence to carefully diversify your investments to control risk. Once your plan is in place, we faithfully supervise and adjust it to keep your portfolio balanced and ensure that it always coordinates with your long-term financial goals.
Request your free consultation through our website or call 678-821-2950 and get started now.