PLANNING

Devil Mountain Investment Management 
Planning Process
  • We provide a complimentary & comprehensive financial plan.

  • We determine client’s financial needs/wishes/risk tolerance through personal consultation.   

 

  • We analyze current macroeconomic environment and market conditions.   

 

  • We determine the appropriate universe of investments across asset classes, industries and global regions to create balanced portfolio.   

 

  • We create custom portfolio allocation to suit client’s needs.   

 

  • We proactively manage portfolio for sector rotation and rebalancing opportunities in order to maximize return and minimize risk.