Investment Planning and Wealth Management.
We recognize that our investors and their financial needs are unique, and that a "one-size-fits all" approach is not optimal. As such our wealth management team blends personalized services, individualized risk profiles, and innovative investment products to cater to your specific investment requirements. Our expert Investment team ensures that your individual risk profile is assessed so that we can cater to your specific and precise investment needs. Optimal asset allocation amongst a wide range of investment products helps to create a portfolio best suited to your requirements and preferences, while maintaining a balance between risk and return. Insurance J LA 2007 Investment Company Inc Limited’s Asset Management Group professionals are dedicated to develop customized and optimal investment strategies for both individuals and institutions, by focusing on each client’s profile, financial goals, and risk tolerance. With Assets Under Management (AUM) of around USD620 million, we offer: Discretionary Portfolio Management, Fund Management, Advisory services and innovative investment products covering a wide range of asset classes. Our philosophy is to establish long-term partnerships with both individual and institutional investors based on professionalism and integrity, resulting in superior returns to the parties involved. We are highly committed to serve the clients’ various needs based on honesty, transparency and trust.
