Investment Program

We have designed an investment program that focuses on the needs of the client. We are dedicated to managing portfolios according to the best interests of each client. We hold initial discussions with the client to review his or her present and future investment objectives, and risk tolerance. The strategy is agreed upon then implemented by the Heward team. The client's portfolio is then monitored on an ongoing basis.

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Quarterly Reporting Our quarterly reports update the performance of the portfolio and compare it with the performance of an agreed upon benchmark index. These portfolio measurements allow both the manager and the client to monitor the portfolio's progress in an effective manner. All of our clients receive our investment outlook, which sets out our views on the current economic and market scene, and our global investment strategy and asset mix. Personal contact is an integral part of the services that we provide. We encourage our clients to meet with us on a regular basis in order to discuss our current investment policy and to re-evaluate their specific investment objectives.