During the past decades, a product-based selling approach has been used frequently by the investment industry. When customers want to make an investment, VectorGlobal WMG uses its resources and expertise in an unbiased manner to assist our customers with all the various products available in the market based on the customer´s investment objectives.
In addition to the value of this approach, we have adopted an investment philosophy based on continuous communication with our clients. What this means is that instead of focusing on individual products, we follow a disciplined and integral wealth management process governed by the following principles:
- Understanding our clients´ needs and objectives.
- Identifying their risk tolerance.
- Implementing a diversified and global investment approach – both in asset class, as well as, in sector diversification.
- Utilizing an open architecture to avoid conflicts of interest.
- Periodically reviewing the portfolio to adapt to changing market conditions, as well as customer needs and objectives.