Services

Portfolio Management

Source One International believes that the monitoring of the investment structure within your portfolio over time enables you to check on our performance and enables us to confirm whether the prevailing strategies are meeting their expectations and whether the portfolio continues to be sufficiently diversified and efficient.

To this end, we seek out sources of over and under performance using state of the art analytics and, as you would expect, our reports are personalized for each client.

We invest heavily in our technology systems and employ the latest innovations in portfolio pricing to ensure that performance remains in line with our and your expectations.

Ongoing Reviews

Your account will be monitored on an ongoing basis to take advantage of opportunities created by changing circumstances within the market. The portfolio asset allocation is reviewed on an annual basis and any changes deemed necessary will only be undertaken after your permission has been granted.

Source One International firmly believe that clients must be able to access information regarding their portfolios and, to this end, we make an unwavering commitment to investing in an effective and disciplined administrative infrastructure staffed by consummate professionals with your peace of mind at heart.

We will keep you informed at each and every step of the investment process. Should our recommendations have advised investing in specific stocks, bonds or commodities, we will advise you when our analysts have determined a suitable entry point into the relevant market.

Should you need to contact us in between the regular monthly reviews, you can be assured that our administrators will return your call or email within 24 hours.

Client reporting is an essential component of our service. It gives us the chance to keep you apprised of performance and to discuss other matters such as, where applicable, the onward transmission or re-investment of dividends from stocks within your portfolio.