Wealth Management Models
SAWM has been serving its clientele with three ways of partnership.
Execution – Only: Our Execution Only model provides the fundamental services of SAWM. We refrain from offering advisory services under this mandate, placing the full responsibility for portfolio management in the hands of investors. Our role primarily involves connecting our clientele with suitable financial institutions that meet their banking and trading requirements.
Advisory: For investors who seek to retain control over their investments while also desiring expert guidance and support for their investment strategy, SAWM offers the Advisory service. We collaborate closely with our clients throughout their investment journey, providing extensive research and expertise to facilitate more informed and sophisticated decision-making and portfolio management.
Discretionary: With our Discretionary asset management service, clients entrust the management of their portfolios to the experts at SAWM. Our team diligently monitors the markets on a daily basis, making investment decisions based on each client's risk tolerance and desired returns. This model relieves investors from the burden of day-to-day decision-making, allowing them to remain unburdened by constant communication regarding asset transactions and strategy changes. However, our clients have access to detailed information about trades and executions, ensuring utmost transparency throughout the process.
