INDEPENDENCE
Our chief priority is meeting the needs of individuals and corporations who choose to invest with us. We pride ourselves on the high level of engagement with each client. To this end, we do not endorse the products of any particular third-party institutions and only promote products that provide our clients with the most consistent returns. Our approach is based exclusively on our clients’ unique situations and investment objectives.
CUSTOMIZED INVESTMENT SOLUTIONS
Each client engagement begins with an in-depth discussion of the individual’s unique situation and objectives. Fusing this insight with a thorough assessment of current market conditions, our financial specialists independently select the most suitable investments. We work with each client to clearly define an agreement on the appropriate capital allocation structure between investments and ascertain whether more secure frameworks and/or various dynamic securities will offer the returns they desire.
Client needs are paramount.
ABSOLUTE TRANSPARENCY
Via secure online banking platforms, clients enjoy direct access to financial investments. They may track performance and check the current status of their portfolio at any time. Additionally, they receive monthly deposit statements, and semi-annual analyses are available upon request.
FINANCIAL FLEXIBILITY
The assets entrusted to The Secure Group Company are not restricted in any way. Clients are free to withdraw part or all of their invested capital at any time without incurring extra costs.
COMPETITIVE RATES
Strategic partnerships with our depository banks enable us to offer more advantageous rates. There is no charge to open an account, and all investments are completed without asset-based fees. This represents significant savings, and order and management fees are up to 50 per cent lower than those charged by traditional banks.
A CLEAR INVESTMENT STRATEGY
Specific investment strategies are guided by the specific aims of clients. To meet these goals, we manage portfolios that encompass investments in three different asset classes:
FIXED INCOME INVESTMENTS
We specialize in assessing and evaluating fixed income securities, investing primarily in high-yield corporate bonds
VALUE-STOCK INVESTMENTS
Our investment specialists carefully select companies that are currently undervalued and pay steadily high dividends.
ALTERNATIVE INVESTMENTS
If clients desire, we can invest a portion of the managed assets in alternative investments. These encompass investments in hedge funds, property, commodities and/or private equity funds.
Independence
We have established a culture that promotes freedom to provide the best possible investment solution for our clients. Though fiercely independent, we pride ourselves on being interdependent when it comes to sharing strategies that benefit everyone.
Integrity
The core principle that guides our firm. We pledge to provide you with an investment experience based on honesty, transparency and high ethical standards. Integrity is of such importance that without it, the remaining core values are meaningless.
Innovation
In the rapidly changing investment world, we strive to create new processes and services based on leading edge technologies. Our goal is to continue to implement new methods and processes rather than relying on strategies that worked in the past thus initiating positive change for you.
