《英文版招标书范本商业计划计划解决方案实用文档ppt课件》由会员分享，可在线阅读，更多相关《英文版招标书范本商业计划计划解决方案实用文档ppt课件（13页珍藏版）》请在金锄头文库上搜索。
1、“WourLosopresetedto:nsetclentamelPresertedby:DnsertAdvserNamDate:inserDataTableofContentsIntroductiontoOurFrmOurTeamOurWealthManagementProcessOurQualifcationsYourersonalizedWealthlan张弯弯洁弛浩NextStspsWourtoco仁PIRMMAMEJweunderstandtheuniquechalengesthatcomeimanagngwealuFormorethanXXyearswehaveservedasat
2、rustedpartnerofindiMdualsandfamilesproidingweathmanagementguidanceandsolutonsbasedonathoroughunderstandingofeachcentsstuaonandgoalsWebrngprovenexpertsetobearoneveryaspeetofaclentswealth-omaccumulstonandgrowihthrouahpreservatonanddetnttutiorBytakinganobjedtveandprosetveapproschthatrefectsthenuancesan
3、dcomplextiesofesehstuaton,wecontnue的buldtrustedrelstonsfipsPHoTOOFTEAMHEREProfileEaoeteetEEgererceeAvengeclentretitonshpxxor江prolessoratyearsyearsWourtooOurTeamofExpertsAdviserHeadshotAdviserHeadshotJohnSmithcFASenlorfnancalhdviserJohnhasbeenwithFIRMNAMEJformorethanXXyearsheiphgourcientsreslzetheirf
4、nancalgoalsNamledusturpiyvulputateacbibendumvelyulputateatjosto.VvamusposuereluctusnuncSedstametlgulaDonecsagitisCrasscelersquetemporestNulefalistAlquamsemperlectuseuvenenatisauctorleoipsumcondimentumestmattisdaplbusnullaarcuportaantecjallyoneyCFAssotenancaldvierSalyhasbeenwithHRMMAMEJformorethanXXy
5、earsheipingourclentsrealietheirfinancalgoals.Namnectusturpisvulputateacblbendumvelvulputateatjusto.VamusposuereuctusnuncSedstametlgulaDonecsagltis.CrasscelersquetemporestMNulafaclisl,Alquamsemperlectuseuvenenatisauctorleoipsumcondimentumestmattsdoplbusnulsarcuportaante.WourtooOurWealthManagementProc
6、essAsourclientyouWillbenefitfromacollaborativerelationshipthataddresses一andanticipatesyourneeds,WefollowarigorousanddisciplinedwealthmanagementProcessthatprovidesastructuredapproachwhileallowingforcarefulcustomizationasyouruniqueneedsandsituationdictate.UnderstandyourgoalsTonroeecnmneuorg玲伟weseespee
7、moeeweseerneyestyon3w河createnpC00reesyeupenloandpeasPlannEWeeayyespeeteesensyocoignoaaappotyeraneeeCraftyourportolio孰WourtooOurDifferenceRecognizingthatnotwocientsarealike,wetaketheimetolisten一andtounderstand一yourparticularrcumstancesgoals,andaspirations,Thisunderstandingservesasthebasisfromwhichwed
8、evelopanintegratedplanthataddresseseveryfacetofyourwealth.Ourcomprehensveapproachisdesignedtocreateaplanthatachievesyournear-andlong-termgoals.Whencraftinganintegratedwealthmanagementplan,wedrawonourexpertiseinthefollowingareas:*FnancialplanringsBusinesscuccession*Retirementincomeplanning*Intergener
9、ationalwealthtransfer*Estateplanning。Phianthropy*TaxplanningWourtooInstitutionalThinkingforIndividualInvestorsWebelievethatindividualsandfamilieswithsignifcantwealthcanbenefitfromtherigorandsophisticationthattypicallycharacterizeinstitutionalportfoliomanagement、Ourapproachtomanagingclientassetsisroo
10、tedinthefollowingcorestrengths:Deepunderstanding.Beforeweinvestanymoneyforacientwefrstdeterminetheclientsgoals,toleranceforrisk,andimehorizon.Wemeasurethesefactorsagainstourextensiveknowledgeofinvestments.Oniythendoweconsiderassetallocationanddiversifcation.DisciplinedportfoliaconstractionPasedonthe
11、specificsofbachciisntssituation,weprovideexposurstoanappropfiatemixoftraditionalandncntraditonalassets.Wealsoseektoprovidediversifcationwithineachassetclass-acrosssectorsindustriesyandcountries.RigorousoversightWhenimplementingaclientsinvestmentstrategy,weuseastnngentprocesstoscreentopmoneymanagerss
12、electingonewhomeetsthecbjectivesestablishedforthatient,Oncetheappropriatemanagerhasbeenchosen,weprovideongoingoversightandmakechanges2sappropriate。WourtooFactorstoConsiderWhenSelectingaFinancialAdviserThefinancialadviseryouchoosenotonlyWillhaveaccesstointimatedetailedinformationregardingyourpersonal
13、nancesbutalsoWillbetheindividualentrustedtomanageyourfinancialfuture,Makesureyouradviserhas:StrongethicsTheintegrityofyouradvisersoftheutmostimportance,步isessentialthatyoucanbeconfidentthatyourinterestsWillalwayscomefirstAglobalperspective.Inanever-changingglobaleconomy,youradviserneedstohavethereso
14、urcesandexpertisetoidentifyinvestmentopportunitiesbothdomesticallyandabroad.Knowledgeandexperience.Managingyourwealthisaboutmuchmrethanpickingstocksormutualfunds;itrequiresanunderstandingofeconomicscorporatefnance,assetvaluation,andportfolioconstructionandmanagement、Industryrecognition.Whilethereare
15、anumberofreputablecredentialsinthefinancialindustry,noneareasrigorousorasWidelyrespectedastheCharteredFinancialAnalysts(CFAdesignation.WourlooE怀一沥e怀e途TheCFAcharterisawardedtoaveryselectgroupofnvestmentadviserswhohave:。Masteredarigorouscurriculumthatrequireshundredsofhoursofstudyoveratleastthreeyears
16、andhavepassedthreeincreasinglydiffcultlevelsofexamination.*Demonstratedtheirmasteryandexpertiseinapplyingthisknowledgeacrossabroadrangeofinvestment-relatedsubjectsInvestorsrecognizetheCFAdesignationasthedefinitivestandardformeasuringcompetenceandintegrityinthefieldsofportfoliomanagementandinvestment
17、analysis.*CommittedtoeingheldtethshighestethicalstandardsinslldealingswithinvestorclentsWourtooMoreThanEver一IntegrityandEthicsMatterTheCFAdesignationsymbolizesthepinnaceofprofessionalintegrity.*CharterholdersmustcomplywiththeCFAInstituteCodeofEthicsandStandardsofProfessionalConductwhichrequiresthema
18、lwaystoplacetheclientsInterestsfrsttomaintainindependenceandobjectivity,andtoservewithintegrityandhonesty.*Shouldanethics-pasedcomplaintbelodgedagainstaCFAcharterholderthecharterholderisrequiredtodisclosethesecomplaintsinfulldetailtoCFAInstituteandriskslosingtherighttousetheCFAdesignation.*CFAInstitutecontinusliywortswithltsincmmbersandinductnthewayinsettingstandsrdsforfnancialierortinginternaltiethicalprindiples:utbaritiestoleadaccounting,andWourloom
