A Portfolio as Unique as Your Goals — Backed by Independent Research.
At Capital IQ, we recognize that no two investors are alike. Every client has unique financial goals, risk tolerance, and time horizons. That’s why we don’t believe in one-size-fits-all investing. Instead, we create customized portfolios built on independent buy-side research, tailored to align perfectly with your objectives.
Our Portfolio Building Process
1. Client Discovery & Interview
We begin with a detailed discussion to understand your financial journey, goals, constraints, and expectations.
2. Defining Investment Objectives
Together, we outline clear objectives — whether it’s capital growth, income generation, capital preservation, or a mix of these.
3. Risk Assessment
Using structured tools, we assess your risk appetite and investment horizon to ensure your portfolio matches both your comfort level and financial capacity.
4. Asset Allocation Strategy
We determine the optimal mix of equities, fixed income, and alternative assets based on research, macroeconomic outlook, and your risk-return profile.
5. Security Selection
Leveraging our equity and industry research, we select securities that add value to your portfolio. Every stock or sector choice is backed by fundamentals, not market speculation.
6. Portfolio Implementation
We construct and deploy the portfolio in a disciplined manner, ensuring cost efficiency and strategic entry points.
7. Ongoing Monitoring & Rebalancing
Markets evolve — and so do client needs. We continuously monitor performance, rebalance allocations, and adjust strategies to keep your portfolio aligned with your goals.
Why Customized Portfolios Add Value
Tailored to You – Every decision reflects your personal objectives and constraints, not a generic model.
Research-Driven – Built on Capital IQ’s independent buy-side research for informed decision-making.
Dynamic & Flexible – Adjusted as markets shift or as your financial situation evolves.
Disciplined – Eliminates emotional decision-making by following a structured strategy.
