Investing

Overview

Great accomplishments start with doing the right things first.

Our wealth advisory process starts with listening to you, understanding the things that are most important to you, and creating a roadmap that meets your needs over the long term.

Typically this process involves five steps:

  • 1
    An initial interaction (physical, virtual, or phone call) to learn about each other and determine whether our services will be a good fit for you.
  • 2
    A follow-up meeting to gather information about your financial situation, your financial goals, and risk tolerance.
  • 3
    We develop a fully personalized plan to help you achieve your goals.
  • 4
    We allocate funds to create a diversified portfolio suitable for your goal achievement.
  • 5
    Continuous support through portfolio reviews, monitoring, periodic meetings, updates, and reporting.

Financial Planning

What are your financial goals? Is it your children’s education, buying a dream home, bequeathing wealth to your grandchildren, or securing independence at retirement?

Without a financial plan, you run a risk of failing to achieve even your most important goals. Our comprehensive financial planning helps you to create a roadmap for actualizing your goals at every stage of life.

Having clearly defined and measurable financial goals can transform your life in ways that will help you live your best life. Our process emphasizes three key elements:

》Creating a plan early
》Consistency
》Constant update & review

 

Our financial planning covers:

  • Personal visions and goals
  • Investment advisory
  • Budget Planning
  • Healthcare planning
  • Tax Planning
  • Risk management
  • Estate planning
  • Career planning
  • Education planning
  • Retirement planning
  • Debt Planning
  • Cashflow management
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Will, Trust & Estate Planning

Preparing and executing the disposition and distribution of one’s wealth does not have to be complicated or uneasy. We work with other professionals according to the dictates of your situation to access alternative estate planning strategies, including:
  • Setting up a Trust
  • Forming a corporation or joint account
  • Taking life insuranceInter
  • Vivos wealth transfer

Portfolio Management Advisory

The greatest impediment to successfully investing your money is probably time. Working with a trusted advisor like Savest will allow you to focus your time and energy on advancing your business and your career while we help you grow your wealth.

As fiduciaries who always put our clients first. Our team is endowed with individuals proficient at portfolio construction, asset allocation, review, and monitoring of a diverse range of assets.

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Retirement Planning

We consider planning for retirement to be a very important event for everyone. Whether your goal is to have adequate financial resources and be independent in your golden years, create a succession plan, or manage a lifestyle, our range of advisors offer a unique solution for everyone. Our advisors understand that retirement accounts require the highest level of diligence, discipline, and expertise.

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Tax Advisory

We find the best way to help you comply with your tax obligations. We support our clients in understanding different types of taxes that apply to them, and preparing and filling them with the appropriate authorities. Most importantly we help identify and utilize tax minimization strategies including tax loss harvesting.

Separately Managed Account (SMA)

Our SMA accounts are created for individuals that want:

  • Close control over their investments

  • Access to a fully customized portfolio that speaks to their individual needs

  • An adequately diversified portfolio invested in complementary investment vehicles

  • Specialized investment strategies that reflect their personal beliefs and aspirations

  • Benefits of unified professional management from several specialists

  • Transparent reporting

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Career & Education Planning

When it comes to investing, starting early is a key ingredient for success as it helps to optimize the benefits of compounding. Hence, the best time to start investing is at birth, literarily. But parents are often at a crossroads. The fear that exposing their kids to too much wealth can compromise their motivation and derail their career, and the need to provide them with the necessary ingredients to be successful.

Consider the two scenarios here:
Zain’s father invested $100 every month in an account that returned 10% annually from birth until he turned 20. At age 20, the total value of the account was $71,826. That is a total of $24,000 contributed by her Dad and returns of $47,826 generated over the 20 years.

 

If Zain’s father had waited until she was 10 before he started investing in a similar account that returned 10% annually, at 20 she will have less money in the account even if her father contributed $300 monthly. At age 20, she will have a total sum of $59,595. That is a total of $36,000 contributed by her Dad and returns of 23,595 generated over the 10 years.

 

Kids have a special place in the heart of every parent, and our team has created a special account to cement that place. KidsVest is created to empower children and give them unlimited possibilities when it matters the most, set them to take on the world, and help them be the best version of themselves.

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Account Minimum & Fees

In most instances, our starting asset size for individuals is $100,000 or its equivalent. This requirement may be waived for certain clients with a strong commitment to improving financial outcomes for themselves and their families.

Fees: Our fees start at 1.00% of the total value of the client’s advised asset and decrease as the asset size increases.

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