Trusted personal advisor and independent investment manager for the client
We will report to the client: That means our mandate is to grow the client’s assets on their balance sheet and that is how Enlightened Asset Management will be rewarded
Efficient and effective due diligence: Access to research across the world and not just from one institution
Much more focused service provided
Single person accountability
Avoidance of too many clients to advisor relationship
Personal attention to the client
on the client’s side whether to buy or sell
No pushing of products -
Giving clients the advantage of what is personally right for them
What fits the clients' needs and not what makes the most revenue
