Berglund Payton Group - Strategy

Berglund Payton Approach

We can assist you in getting your money’s worth with access to our world-class expertise. Our sterling portfolio management and time-tested investment skills reassure our clients and help them view their financial future with confidence.

We provide an efficient investment service known as ‘discretionary management’ through which you assign the daily management of your assets to a portfolio manager. Their business sense and knowledge helps them to cleverly take care of your affairs and operate transactions rapidly on your behalf.

The investment specialist you have delegated organizes a portfolio bespoken to your needs and stays in personal contact with you during your business relationship. Our recommendations will depend on what level you wish to achieve with your investments and the risk level you are comfortable with.

Choosing efficient investments

After establishing your risk limits, we organize your asset allocation to provide you with the best opportunity of accomplishing your investment ambitions. This represents the extensive make-up of a portfolio in terms of various kinds of investments or asset categories: for example, the percentage it has in company shares, stocks, cash and alternative investments.

Getting the right equilibrium is imperative. By making mistakes due to being too cautious, your capital gains may not avoid the effects of inflation; conversely, higher risk taking could drain your fund in case of a downturn. This is the point when our experience truly comes in handy and where being flexible can make an important and crucial difference in achieving your financial goals.

Solid research influences quality investment choices

Our investors benefit from the advantages of a seasoned team of financial specialists which deliver valuable insight rarely matched in our industry. The essence of quality research is digging deep in order to discover the characteristics of a company or sector that perform optimally.

With such insight at their disposal, our portfolio managers are properly equipped to provide you with superior risk-adjusted recommendations and professional service.

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Berglund Payton Group
Excel Center - 483A, Castle Peak Road
Cheung Sha Wan / Lai Chi Kok
Kowloon, Hong Kong

+852 5808 0763

+852 3010 5842

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