‘Blue-Chip’ Services
 
Viscount Wealth Management

Successful investing today is about much more than simple diversification or picking the right stocks. Through its association with Towers Perrin, the Viscount Wealth Management Program brings to your personal portfolio the global expertise and rigorous scrutiny usually available only to billion dollar pension plans.

The value of objective counsel to the investment process is well known. For years, corporations that offer employee pension plans have been relying on Pension Asset Consultants to provide their plans with third-party guidance on portfolio construction, manager selection, performance measurement and benchmarking. As plan providers, these corporations are accountable to their employees for the performance of their pension plans and ultimately the growth in retirement capital.

The sophistication of global markets and 24-hour delivery of information demand a disciplined approach to building and preserving wealth. Portfolios should be designed to meet an individual's investment objectives while managing market and financial risks.

Individual investors and their advisors face a challenge in trying to cover all these bases at once. The Viscount Wealth Management Program helps simplify the investment process from initial portfolio design to clear reporting. At the same time it brings to your personal portfolio the rigorous investment techniques that pension funds employ. Most importantly, it will help you thoroughly understand the performance of your investments.



 

 
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