|
New
Amsterdam Wealth Management
|
|
|
|
|
Innovation for Wealth |
Innovation for Wealth
New approach to investment planning provides
investors the opportunity to direct, with expert
guidance, their own individual investment plan.
New Amsterdam Wealth
Management introduces the “Innovation for
Wealth” program. The program provides an
investor the opportunity to direct, with expert
guidance, their own individual investment
planning process. It allows the investor to
recognize their own needs, rather than having
them dictated by an impersonal questionnaire (or
by the creators of that questionnaire). The
investor develops his or her own solutions,
tailored to individual needs, with the personal
guidance of a seasoned investment professional.
The investor’s active participation in
developing the plan allows for education,
ownership and responsibility for the plan’s
success.
Most investors never
execute an investment plan because most are
developed from a standardized survey. The
report itself, a few pages to several hundred,
is standardized with recommendations based on
analytics and not the investor’s particular
situation. The recommendations tell the
investor how their portfolio should be
structured using a preset, static program.
As a result, the
likelihood of financial success is diminished,
particularly in the investors view because the
investor most-likely will not whole-heartedly
agree with the plan’s “orders.” The report is
also “static.” The recommendations are prepared
for that moment in time. It’s not a working
document that continually evolves as market
conditions warrant.
Finally, the investor
most likely doesn’t understand how their
investment portfolio is structured and why.
Therefore, there is no understanding and
ownership of the plan.
New Amsterdam Wealth
Management “Innovation for Wealth” program is
pragmatic and empowers an investor to develop a
working document designed to meet their goals in
an ever-changing investment environment.
The “Innovation for
Wealth” steps are:
Step One: Personal
Wealth Statement
Step Two:
Fact-Finding
Step Three: Problem /
Opportunity Finding
Step Four: Idea
Finding
Step Five: Solution
Finding
Step Six: Acceptance
Finding
Step Seven:
Implementation
Step Eight: Follow-up
Step Nine: Evaluation
Click
here to learn more about the program.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
"Think of the future. Think of the opportunities."
|
|
|