
Wealth Management
Investment Strategy
– 3% Annual Fee on initial investment capital
– BRK Fee & Tax Levy fee
– Three year investment plan
Investment Return [ROI]
– 40% of Profit return from capital investment after excluding all fees
Risk
– Involve various levels of risk structure
– Decisions are calculated to avert a healthy risk appetite
– Create a well balanced exposure, reducing volatilty
– Capital at risk
Asset Class
– Depending on market conditions, tangible assets will be proposed
