 When you adopt a financial
strategy, it is an overall plan for building your wealth.
It is not a "get rich quick scheme" but rather a progressive, determined
approach to building wealth that does not rely on achieving a couple of "lucky
picks". Having said this, it is still important to monitor your portfolio to ensure
your investments are still appropriate and performing appropriately.
Gazelle Associates
will:
On a quarterly basis
- monitor your portfolio performance by asset class and manager so that, if necessary, we
can recommend refinements which will further enhance the pursuit of your financial goals.
As we receive our remuneration by way of fees, rather than via commission arrangements,
you can feel confident that we are able to objectively monitor each portfolio's
performance and make our recommendations accordingly.
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