SQUARE LEAGUE

/ Process & Approach

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Process & Approach

Need Analysis – Need Analysis or Financial Need Analysis as it is widely known as, is the primary step carried out by our team of qualified financial experts to determine the present state of your finances and your future financial needs. We will also derive your risk appetite at this stage.
Portfolio Evaluation – Portfolio evaluating refers to the evaluation of the performance of the various investment portfolios held by you. It is essentially the process of comparing the return earned on each asset class and if the same suites the individual investment profile. Cash Flow Management
Monitoring the Recommendation – This is a monthly call taken on your portfolio by our team of fin-experts to study the market trends vs. your portfolio holdings. Frequent Industry Updating – An update views and reviews on the market movements will be provided to you on your chosen frequencies.

Our Team

RICHARD THEO
Chief Executive Officer

RICHARD THEO
Chief Executive Officer

RICHARD THEO
Chief Executive Officer

RICHARD THEO
Chief Executive Officer

Quality

We counsel individuals and families on how to pursue their life goals by developing their vision and creating the appropriate financial structure to support and preserve those goals in an ever-changing economic environment.

Professionalism

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Experience

Some principles and strategies may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.

Honors

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your situation.

Any questions? Contact with me!

Disclaimer and Disclosures | Square League