Listen
We help you articulate the goals you have for your wealth as they relate to your lifestyle, business, children, philanthropy, and aspirations. We translate this into a risk profile based on a multitude of parameters, unique to your situation.
Learn
At Agnam we gather, interpret, and summarise your pertinent financial information. From this research, we create a complete financial picture for you; summarizing your balance sheet, current investments, existing estate planning strategies, tax situation and any other financial assets that impact your wealth.
Conceptualise
By understanding what structures and strategies have been put in place to accomplish goals, we generate ideas for new strategies that can complement existing plans. We interpret your financial picture, and identify and assess additional opportunities and strategies to help you achieve your goals.
Analyse
We test our thinking for your strategic wealth plan by models of your status quo and alternative back tested strategies. We employ technology and research, refining as necessary.
Implement
At Agnam Advisors we translate your overall financial strategy into a tactical action plan including asset allocation and specific investment vehicles. We oversee the execution of all aspects of the plan for our clients.
Assess
We meet with our clients regularly to review investment performance, assess progress toward goals, and check in to hear about events and occurrences that may impact your wealth.
Optimise
We constantly search for ways to optimize your opportunities in a variety of economic situations
