Our Process

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Wealth Management Process

1. Overall Market Analysis 

• Identify current trends of the economic cycle 

2. Sector and Industry Analysis 

• Recognize areas for overweight and underweight 

3. Specific Investment Selection 

• Selection of individual investments according to analysis 

4. Portfolio Construction

• Comprise portfolio according to current environment, analysis, client risk tolerance, time horizon, etc.

5. Monitor and Review 

•  Constantly monitor and review to ensure targets and goals are maintained 

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"When written in Chinese, the word 'crisis' is composed of two characters. One represents danger, 
and the other represents opportunity." 
- John F. Kennedy

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ADVANTAGES OF WORKING WITH PIP

ALLIANCES

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