Investment Management
At Arck Wealth, our primary aim of investment management is to generate returns on invested capital while managing risk according to the client's preferences and investment objectives.
They key components we consider when designing an investment portfolio for our client are:
- Risk Management (Security of selection)
- Asset Allocation
- Portfolio Construction
The client and their objective are the main priority when an investment portfolio is being constructed. The client will always be part of the discussion and it is imperative that the client understands how the portfolio is constructed.
Every client portfolio is customised and personalised. Once we agree on the investments our aim is to achieve long-term financial goals while effectively managing risk, by delivering value to client through:
- Monitoring Performance
- Reporting and Communication
- Rebalancing
other solutions
Wealth Management
A comprehensive financial advisory service with a primary goal to grow and preserve wealth over the long term while considering the client's financial goals, risk tolerance, and lifestyle.
find out moreExchange Control
Exchange controls in South Africa have evolved over time, and while some restrictions have been relaxed, certain measures remain in place.
find out moreEstate Planning
At Arck Wealth, we understand that planning for the future is essential. Our dedicated team specializes in comprehensive estate planning to ensure that your assets are safeguarded, and your loved ones are provided for according to your wishes.
find out moreTax Planning
At Arck Wealth, we understand that every client’s tax situation is unique. That is why we take a personalized approach, working closely with our clients to understand your goals, concerns, and financial objectives.
find out moreRetirement Planning
At Arck, we understand the importance of diligent retirement planning to achieve your long-term financial goals and enjoy a comfortable retirement lifestyle. We pride ourselves in providing comprehensive retirement planning services tailored to your unique needs and aspirations.
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