Abraham Moosa - How I Work With Clients

How I Work With My Clients

I believe in the long-lasting relationship between me and my clients. My clients are my friends. They trust me with their lifetime savings of which they worked hard to accumulate. They put their trust and confidence in me and I have to be trustworthy in order to maintain their loyalty.

Long-term investment requires a sound investment strategy. Once we begin the business relationship, we proceed to gather information to determine the goal and objectives of the investment, the timeframe and the risk tolerance. Through a brief and professionally designed questionnaire, I gather the information I need. I will carefully study the questionnaire to form an idea of what kind of investor you are. Based on that, I will come up with a tailored plan that suites you. If you have a current portfolio, I will do a portfolio review and present you with a written report and strategy that compares your current holding with the recommended plan and a benchmark.

For high net worth clients who qualify for money manager, I will work with them to identify and select a professional money manager that will have discretion to manage their portfolio. My job is to monitor the proper management and performance. The client will have the advantage of having two layers of management for the same fee.

My services will be reimbursed either through fees or through commission, and it is up to the client to choose.

Throughout my lifetime, I have always put my client’s interest first because if I do the right thing for my clients, they will be happy and if my clients are happy, then I am happy. It has to be a win-win situation.