10, June 2016: COMPANY VISION
Grounded in tradition, The Value Management Group helps international and expatriate clients face the future with confidence by building off-shore portfolios with an eye to security and discretion. Their recipe for success is simple: do your homework and always put clients first.
The Value Management INC leadership instils in all employees that the most important aspect of helping clients to achieve their wealth management goals is the relationship between the client and their Account Executive. At Value Management the personal is the professional.
Being headquartered in Korea, they have the technological and infrastructure advantages of locating in a country with one of the fastest rates of economic growth in the industrialized world. All investment professionals know that the Asian markets lead the trading day for the rest of the world. In our fast-paced modern time, markets move quickly, geo-political landscapes change in the blink of an eye, and it’s important to stay ahead in every possible way.
PUTTING VISION INTO PRACTICE
“The business schools reward difficult complex behavior more than simple behavior, but simple behavior is more effective.” Warren Buffett
Early this year, a major bank released a report summarizing the results of a survey of 11,000 people across the world. Almost half of the people said their greatest concern in life was long-term financial security. 49% said they could not manage well for their long term financial security, and this number rose to 69% in the UK and France.
There are 4 basic steps that VM advisors help their clients take to secure their future:
1. Prioritize your concerns and obligations for the future.
2. Identify your dreams and aspirations.
3. Make a measurable investment plan to meet your goals.
4. Review it regularly.
The most important part of this plan is getting to know you — the client. This is when the personal becomes the professional.
Value Management Advisors are highly skilled in helping new clients to clarify their investment objectives and comfort levels. In addition, it’s important in any investment portfolio to know about liquidity needs in the short, medium and long term. Furthermore, assessing a client’s tolerance for risk and volatility is crucial to finding the proper balance between growth, income and safety — the foundation of all professional wealth management. Your tailor-made plan will be reviewed annually and adjusted for changes in life circumstances. All of your investment decisions will be based on your investment objectives and plan, and you will be strongly advised to stick to this discipline — both to maximize your wealth and to keep calm in the occasionally rocky market.
“Price is what you pay. Value is what you get.”
At Value Management, the research and market intelligence team use a top-down approach in investment selection. They start with the big picture — global trends, macro-economic analysis and constantly scanning for emerging industries — to first determine which sectors will lead the markets.
The next step is to sift through the hundreds of publically traded companies using fundamental, technical and quantitative analysis to find the gems for their clients. It’s here that the VM professionals shine — with years of experience in a variety of backgrounds including institutional investing, equity and bond trading, and economic analysis in addition to traditional portfolio management.
The last and most important question comes back to you — the client: does this investment fit with the tailor-made investment plan and your personal comfort? Will making this investment move the client forward towards reaching his or her goals and aspirations? In keeping with the firm’s vision, all VM Investment Advisors know that these last two questions are the foundation of long-term client relationships and steady, secure portfolio growth.
BEHIND THE SCENES
The movies may glamorize bull pens, 3 martini lunches and trading floors, but the real action is behind the scenes. The foundation of all top-notch investment companies are the people that open your account, execute and settle your trades and handle the report generation and regular client communication. Value Management has a tight-knit, experienced team that keep everything running smoothly and efficiently, in order to maximize client service.
TO LEARN MORE
Support 8th Fl, Vijaya Building 17, Barakhamba Road New Delhi 110 001 India +822 6022 1202 [email protected]
For Media Contact:
Address: Support 8th Fl, Vijaya Building 17, Barakhamba Road
New Delhi, Delhi, India, 110 001
Phone: +822 6022 1202
Email: [email protected]
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