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Portfolio Management |
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Fieldreams also specializes in the Management of Investment Portfolio’s.
If you're an investor or an individual serving as a trustee who's managing an investment portfolio, you may feel that managing the investments requires more time and expertise than you may have or that it's more responsibility than you're willing to take on.
Consider Our Investment Management Services:
When you take advantage of our investment management services, we can take on most or all of the day-to-day duties of managing the investment portfolio. That includes:
- Making all investment decisions (or making investment recommendations to you).
- Paying bills
- Collecting and reinvesting interest, dividends and capital gains
- Safekeeping of the assets
- Preparing an annual tax information letter
- Voting proxies
- We'll also provide you with monthly statements that account for all transactions, principal and income.
Choosing Us as Investment Portfolio Manager?
When we serve as your investment portfolio manager, you can determine how much involvement we have with managing the investments. We can manage them in one of two ways:
- Discretionary basis: You give us the authority to make decisions about how, when and where to invest the assets, which frees you from the day-to-day responsibilities associated with managing a sizable portfolio.
- Nondiscretionary (or advisory) basis: We offer specific recommendations for managing the investments within the portfolio, but you make all the final decisions
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Asset Management |
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At Fieldreams, we offer totally unbiased advice to our clients’ on financial matters. In keeping with this, we believe in;
- Being responsive to our clients
- Applying the utmost integrity and ethics in all aspects of our business
- Above all, making it a pleasure for our clients to deal with us
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Risk Management |
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For every financial service to be rendered or gained, there are risks attached. Fortunately, we have identified this at Fieldreams, hence we help our clients manage whatever kind of risks they might face as it relates to their finances. In doing this, we go a step further, to give our clients a full credit analysis before advising them as to their credit worthiness. This is in keeping with our desire to help them fulfill their dreams at the lowest possible risk
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