Our highly regulated investment management partners will review your investment portfolio on a daily basis and will report to you monthly. Others often only review investment portfolios every 6 or 12 months and only report in the same time frame. This often leads to identifying problems "too late in the day".
It is clear that no one can merely rely upon past performance and the traditional "buy and hold" investment strategies of the past. Consequently, one needs to identify failing investment assets before too much loss is suffered, and adhere to a pro-active management of the investment assets within a portfolio.
InvestClever Client Service adopted by our investment management partners identifies the investment funds or assets that are under-performing. These weak investment funds or assets are replaced with the more appropriate alternatives that have undergone stringent due diligence.