Advisory

Advisory Services

As a Swiss regulated financial intermediary, Arlan provides Portfolio Management and Advisory Services for investment funds (hedge funds and equity funds) as well as for clients who prefer discretionary mandates based on a personalized investment risk profile and individual investment strategy.

Risk Profile

Portfolios must be assessed in line with the risk level the investor is willing to accept: low, medium or high level risk corresponding to income, balanced and growth strategies. The investor's total assets, business interests, family issues and personal requirements must be taken into consideration. With the passage of time, significant life events can fundamentally alter investors' goals and objectives.

Diversification

Diversification reduces the risk associated with an individual stock and market segment approach. The choice of investments, however, must reflect the investor's changing needs as well as market place developments. In general, strategies become more conservative with the increasing age of the investor.

Speculative investments should, for the most part, be avoided, except when a portion of "non-essential funds" is readily available for this specific purpose.

Time Horizon

The investor's best solution to controlling market risk is to be a long-term investor. A time period of five to ten years is essential to cover most market cycles, thereby reducing the effects of short-term volatility, bear markets and economic recessions.

Asset Allocation

Achieving a spread of assets is crucial to preserving and enhancing wealth and is the primary key to the increasingly sophisticated field of asset allocation.

According to research, asset allocation may account for up to 90% of investment returns with market timing and individual investment manager selection contributing the remainder.

The main investment classes include cash, equity, fixed income, alternative investments, commodities, property and foreign exchange as an overlay strategy.

Investment Strategy

Time, combined with a sound investment strategy, will eventually lead to capital appreciation. Time, without investments or without a well-defined plan, is guaranteed to substantially erode capital.

Fund Benefits

Investment funds offer the following advantages for the investor:

Accessibility: The investor participates, already with a minimum amount, in global financial markets.
Diversification: A structured diversification in a number of companies and markets using multiple investment strategies is realized when investing in funds.
Active Management: Investing requires time and expertise. Funds provide the benefit of professional fund managers and administrators who remain focused on the investment.
Risk Control: Funds are a practical vehicle to reducing the investment risk as the distribution of investments is spread over a wide range of securities.

Investment Planning

The attached PowerPoint Presentation provides additional details for investment and retirement planning (download presentation).

"Access to Global Markets"

Advisory Services