Asset Management

JDC Wealth is our Asset Management Division which offers various investment solutions to its customers. Let us know your investment objectives and our qualified experts and talented investment managers will help you to achieve your goals.

We offer you a proper investment program that fits your risk and return expectations.

Your investments are managed by our professional asset managers within a portfolio designed to meet your risk appetite. You can achieve financial stability by simplifying and facilitating your financial approach and you can gain profit from a number of different types of Assets by investing in one fund.

Our Asset Management Division works with clients, from individual investors to large financial institutions, to develop advanced portfolio management strategies to help them achieve specific goals for their own or their institution’s financial future.

HOW WE DO IT

Applying fundamental and technical analysis

A combination of fundamental economic indicators and market data are analyzed to evaluate economic conditions. This analysis informs and drives our long-term strategies and short-term tactics to navigate the evolving currency market. Profitable correlations and relationships between currencies and commodities, along with price divergences, can be identified in the global marketplace with a view to take advantage of major trends and minor price reversals.

Investment Limitations and Restrictions

We never invest our client’s funds under one asset category only. A restriction to minimize the exposure to one asset as part of the diversification policy. Our aim is to diversify your portfolio in order to achieve the maximum and minimizing your risk.

Risk Management

JDC WEALTH will proactively attempt to limit downside risk in three ways:

by constructing a portfolio of diverse assets;
by choosing to invest in those Assets that have a sound risk-management profile; and
by mitigating the business risk associated with currency investments.

Value at Risk (VaR) methodology is used in accordance with all the relevant rules and regulations.-

Seeking and identifying investment opportunities

The success of the investment activities of JDC WEALTH will depend on the Manager’s ability to identify investment opportunities, exploit price discrepancies in the financial markets and assess the importance of news and events that may affect the financial market conditions. Assessment of the current conditions allows us to maximize returns based on the identification and exploitation of investment strategies.

PORTFOLIO STRUCTURE

– The success of portfolio management is largely depending on such qualities as: commitment, consistency, analytical thinking, self-discipline, ambition, composure. But in addition to these personal and professional qualities, investor earnings are also dependent on his or her choice of portfolio size and risk profile.

Our in-depth knowledge, innovative and world class process are sourced to objective, passion and ethical management standards. We want to emphasize that regardless of the type of portfolio, our firm will always be complying with the basic principles of successful dealings. Our portfolio management solutions include the following:

Standard Portfolio Management (SPM)
$10,000.00 – $30,000.00
Classic Portfolio Management (CPM)
$30,001.00 – $50,000.00
Executive Portfolio Management (EPM)
$50,001.00 +–

Conservative	Standard	Dynamic
Investment Profile: long/medium term	Investment Profile: long/medium term	Investment Profile: long/medium term
Low Drawdown: 10% – 20%	Balanced Drawdown: 20% – 30%	Aggressive Drawdown: 30% +
Leverage: Low	Leverage: Medium	Leverage: High

HOW TO START–

Asset Management is a significant important and sensitive aspect of the financial industry. Before a client decides to use Asset Management services on a discretionary basis, where such portfolios include one or more Financial Instruments, should consider the following:

What are the total funds available for investment? The derived figure comes from one’s personal assessment, such as profile, needs, and wealth
The second step is Asset Allocation of funds. Investors need to be consulted on Asset Management principals to understand how their Assets will be allocated by our Asset Managers.
Diversification- is the most important rule for any portfolio, not keeping all your eggs in one basket. Every portfolio should be comprised of different financial instruments, weighted accordingly. Weighing the portfolio on the asset classes
mentioned above depends on the projections on different asset classes’ performance versus risk, and the state of the economy.
Trading leveraged products, such as futures, options, CFDs, and foreign exchange, is considered to be one of the riskiest parts of any portfolio. The client needs to understand and identify that Asset Management is a very sensitive and complicated Financial Activity with equal possibilities for profit and loses.
Managed Accounts: These are the type of accounts that are managed by JDC WEALTH, after the investor’s signature on the relevant Asset Management Agreement. By signing an Asset Management agreement, the investor authorizes an Asset Manager or Multiple Asset managers to manage his or her portfolio of Assets.
We offer prime services, as we collaborate with licensed and regulated Financial Institutions and Investment Firms, to provide these type of managed account investments. This setup separates the brokerage’s division from Asset Management and guarantees that there is no conflict when implementing both, brokerage services and Asset Management
Clients need to pass a suitability test where they fill out a risk profile and investment questionnaire. This test takes place through the review of the Asset management agreement guided by our qualified personnel

The approved clients must agree and sign the following documentation:

Asset Management
Services Agreement
Risk Disclosure
Suitability Test

Asset Management

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