At Belgius Capital, we utilize a robust investment discipline for each client, focusing on the optimal outcome for their financial goals.
Identify client goals
Our investment management process starts with a conversation and listening to our clients. Whether you appoint Belgius Capital as the overseer of all your investment portfolio or engage us to manage a piece of your overall investment assets, our Account Managers will engage you in a series of collaborative conversations. We endeavor to fully understand every client’s financial situation, financial goals, family situation, and risk profile. Equipped with this information, Belgius Capital can begin assembling an individually tailored portfolio specific to each client’s requirements.
Calculating the macro environment with microdata
Our investment outlook begins with a thorough and continuous analysis of numerous layers of global economic data. Our process includes scrutinizing innumerable data sets to identify, around the world, where economic activity is gathering speed, remaining stable, or slowing.
Provide a wealth & investment management plan
Choosing the right asset allocation for our clients is a vital factor in the investment management process. We monitor a vast matrix of international and emerging market asset classes, assessing the relative appeal of each asset class, based on our valuation analysis, combined with our economic evaluation. From this process, our investment committee decides either overweight or underweight individual asset classes.
Customized Portfolios
After defining the right asset allocation, we assemble a unique portfolio for each client.
Below are some examples of the available investment options, although not all classes are suitable for every investor or risk profile:
Stocks:
- Blue Chip Stocks
- Small-Cap Stocks
- Preferred Stocks (preferreds)
- Real Estate Investment Trusts (REITs)
- Master Limited Partnerships (MLPs)
- Global Stocks
Bonds:
- Government Bonds
- Corporate Bonds
- Municipal Bonds
- International Bonds
- Foreign Bonds
- Global Bonds
Alternative investments:
- Commodities
- Private Equity
- Hedge Funds
- Managed Futures
Portfolio monitoring & fine-tuning
Our investment process is unending, as is the management of your portfolio. Our team constantly assesses the investment environment, fine-tuning, and making alterations when we believe it is necessary. Where possible and appropriate, we take into account the tax-related implications of any changes to your portfolio.
Collaborative Review
Account Managers regularly meet with the investment team so that they have a full understanding of the company’s overall investment outlook and to discuss the potential fine-tuning of your portfolio. As you progress through life, your investments are adjusted accordingly.
*Each client's circumstances are unique, and you should consider your investment goals, risk tolerance, and time horizon before making any investment. No investment can be guaranteed to achieve its investment objectives, or that substantial loss will be avoided.