Investment Strategy
A full-service broker is a licensed financial broker-dealer firm that provides a large variety of services to its clients, including research and advice, retirement planning, tax tips, and much more At Advance Financial Services Group (A.F.S.G), our investment philosophy is quite simple. We believe that both proper asset allocation and proper investment vehicle selection are the cornerstones to any efficient portfolio.
This combination is what drives long-term risk adjusted value in our client portfolios. Our well-defined and disciplined investment strategy and philosophy is based on academic principles and experience over the years. A good investment policy is one that never changes with changes in market conditions. An investment policy should be modified only with a major shift in one’s investment time horizon, and/or a change in one’s personal tolerance for risk and volatility.
The most important principle upon which to premise an investment philosophy is to recognize that “there is no free lunch.”
All investing involves trade-offs. For every perceived reward, there is some associated risk — whether perceived or not. Hence, it is incumbent upon every investor, tempted by the potential rewards of any investment, to ascertain the nature and magnitude of the risks involved. To assume that such risks do not exist, just because they are not readily apparent, may be an invitation to disaster. No strategy assures success or protects against loss. Investing involves risk including loss of principal. Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost.
Advance Financial Services Group (A.F.S.G)’s strategy is designed to fulfil its long term objective of enhancing the value of its portfolio, which represents a source of future wealth for the people of U.A.E . Advance Financial Services Group (A.F.S.G) seeks to increase the value of its investment portfolio. Advance Financial Services Group (A.F.S.G) seeks direct investments in companies with established track records of growth and profitability that demonstrate potential for continued expansion.
Advance Financial Services Group (A.F.S.G) is primarily focused on investing in companies that are market leaders with strong management teams and effective governance systems. typical approach to such investments is to establish a significant minority interest in the equity of the company and to secure board representation and appropriate shareholder rights. Such investments are primarily driven on the basis of expected financial returns.
Within the EU, Advance Financial Services Group (A.F.S.G) also seeks opportunities to develop companies and projects that take advantage of U.A.E’s appeal and strong positioning as a regional business hub and a popular tourism destination. In such opportunities, Advance Financial Services Group (A.F.S.G)’s involvement is subject to critical analysis of commercial feasibility and requirement to generate appropriate financial returns on its investment.
Advance Financial Services Group (A.F.S.G) continuously evaluates opportunities for partial or complete exits of direct investments within its portfolio. When considering a partial exit, we aim to maintain a significant minority interest in its portfolio companies to maintain board representation. In certain strategic assets, Advance Financial Services Group (A.F.S.G) may continue to hold a majority interest for the foreseeable future. Most importantly, we believe in full transparency.
We align our investment interests alongside our clients. Advance Financial Services Group (A.F.S.G) clients have full access to their portfolios, as well as the management team. We believe in the concept of total return. Thus, we seek out investment vehicles with the most efficient cost to our clients.