ADVISORY SERVICE
Our four-step program will deliver sustainable asset maximization for you and your family
SERVICE DESCRIPTION
Axiom Investment provides expert planning and management advice for your wealth. If you chose Axiom, we will arrange a meeting for you with one of our elite personal Investment Advisors who will introduce you to our unique financial strategies. These are designed to increase your family’s wealth in a careful, sustainable way. We will build a relationship of trust with you by realizing the goals and ambitions you have for your wealth.
STEP 1
Asset Evaluation
Effective asset evaluation is to get a full picture of your assets under control. It includes but not limited to evaluation on asset classes, their risk and return characteristics as well as current income stream.
STEP 2
Goals Identification
Depending on your situation, you may only require a simple retirement plan or projection to determine if you are on track for meeting your retirement goals. However, if you are a business owner, it is never too early to start succession planning..
STEP 3
Asset Protection
We provide you with customized investment planning that aim at capital preservation and steady growth.
STEP 4
Risk Diversification
We believe broad diversification is a prerequisite for any portfolio’s long-term success. We will never put all your eggs in the winning basket, but we will never put all of them in the losing basket either. To help manage the overall volatility of a portfolio and to reduce your risk of losing capital due to market downturns, we allocate your assets between different asset classes as well as between different geographic areas and sectors of the economy.