How MyFP builds your Portfolio
1. We set up an Investment Policy Strategy to meet your risk, return goals and other personal preferences
2. We select the leading investments available globally and locally and use our Morningstar sofware to build the required portfolio according to the agreed Investment Portfolio Statement signed with you. Or porfolios for you are designed to give you effective diversification and lower your risk while still trying to achieve your required return.
3. We help you purchase these funds in your name and at the lowest cost possible (always with no sales commissions) so that your portfolio does not lose even before your investments begin to generate returns for you. We use mainly Exchange Traded Funds and no load mutual funds to reduce your long term investment costs while giving you the required diversification.
4. We constantly monitor your investments and recommend periodic adjustments to ensure you stay on track to meet your risk/return goals and preferences.