Investment Management and Asset Allocation

Long-term personal financial goals inevitably involve investment decisions. Beechwood Partners do not act as a fund manager or an asset manager. Instead, we work closely with our clients to assist them in understanding their investment options and in particular the investment opportunities that are available to them. We work on an ongoing basis with third party advisors as necessary to ensure that our clients receive the best advice in relation to the particular investment areas that are relevant to them.

The ultimate decision in relation to any particular investment is one for our clients themselves. Our role is to assist clients in the decision making process and monitoring their overall asset allocation and investment performance, bridging the gap between our clients and the investment promoters/managers.