Investment Research and Analysis

Chiagoziem Anyanwu

Starting at

$

25

/hr

About this service

Summary

I offer personalized investment strategies, detailed asset analysis, and ongoing portfolio performance reviews designed to help clients achieve inflation-beating, real returns. My approach combines a deep understanding of macroeconomic trends with rigorous fundamental analysis, ensuring every portfolio is aligned with the client’s goals and risk tolerance. What sets me apart is my commitment to delivering cost-efficient, data-driven solutions tailored to both developing and developed market clients.

Process

Step 1: Initial Consultation
Objective: Understand your unique financial needs and goals.
We begin with a comprehensive consultation to assess your financial situation, goals, risk tolerance, and investment horizon. This is where I learn about factors like your age, income, and long-term objectives to create a foundation for your personalized portfolio strategy.
Step 2: Data Collection & Assessment
Objective: Establish a clear understanding of your current financial position.
I gather and analyze all relevant financial data, including your existing portfolio (if any), cash flow, liabilities, and expected future income streams. This phase ensures no detail is overlooked, setting the stage for a strategy tailored specifically to you.
Step 3: Market Research & Strategic Planning
Objective: Develop a robust investment strategy using data-driven insights.
Using a top-down approach, I analyze macroeconomic trends, including interest rates, global markets, and geopolitical factors, to identify the most promising investment opportunities. This is combined with fundamental analysis to pinpoint high-quality assets that align with your objectives.
Step 4: Portfolio Design & Asset Allocation
Objective: Construct a diversified portfolio that balances risk and return.
With the insights from research, I build a portfolio tailored to your specific goals. This involves:
• Selecting the right mix of assets across equities, fixed income, alternatives, and other instruments.
• Prioritizing cost-efficient options to minimize fees while maximizing performance.
• Ensuring the portfolio aligns with your desired level of risk and investment timeline.
Step 5: Implementation
Objective: Deploy your investment strategy seamlessly.
Once the portfolio is finalized, I execute the investment plan with precision, ensuring all allocations are made efficiently and in line with market conditions. Transparency is a priority throughout this phase, so you are fully informed at every step.
Step 6: Monitoring & Performance Tracking
Objective: Ensure your portfolio stays on track.
The financial landscape evolves, and so do your goals. I continuously monitor your portfolio to ensure it remains aligned with your objectives. This involves:
• Regular performance reviews.
• Rebalancing assets to maintain the target allocation.
• Adjusting the strategy based on changes in the market or your personal circumstances.
Step 7: Reporting & Communication
Objective: Keep you informed and confident in your investments.
I provide detailed, easy-to-understand reports on your portfolio’s performance, including updates on how it’s tracking against your goals. Open communication is key. I am always available to answer questions, provide insights, or discuss adjustments as needed.
Step 8: Continuous Optimization
Objective: Maximize returns while mitigating risks.
Through ongoing research and analysis, I identify opportunities to enhance your portfolio’s performance. This proactive approach ensures your investments remain competitive in an ever-changing market environment.
Why This Process Stands Out
• Personalization: Every step is tailored to your unique needs and objectives.
• Transparency: You are involved and informed every step of the way.
• Results-Oriented: The process is designed to deliver real returns above inflation while managing costs and risks effectively.

FAQs

  • What services do you offer?

    I provide comprehensive investment I assess your age, income, financial goals, and investment duration to design a portfolio tailored to your needs using a top-down, macro-focused approach.

  • How do you ensure the strategies are low-risk?

    I use data-driven research and diversification to minimize risks while aiming for consistent returns.

  • Do you work with individual investors or institutions?

    I work with both individual investors and institutions, tailoring my approach to meet the unique needs of each client.

  • What is the process for getting started?

    We start with a consultation to understand your financial goals, risk tolerance, and investment horizon. From there, I develop a personalized strategy tailored to your needs.

  • Will I have a say in the asset allocation process?

    Absolutely. Your input is vital, and I ensure you’re involved in every key decision about your portfolio.

  • Do you provide asset-specific research?

    Yes, each asset in your portfolio is thoroughly analyzed to ensure it aligns with your goals and provides the best possible returns.

  • What is a top-down approach, and why do you use it?

    A top-down approach starts with analyzing macroeconomic trends, such as interest rates and global markets, to identify promising investment opportunities. This ensures your portfolio is aligned with larger economic factors.

  • How do you customize investment recommendations?

    I assess your age, income, financial goals, and investment duration to design a portfolio tailored to your needs using a top-down, macro-focused approach.

  • What makes your services different from others?

    My approach combines macroeconomic insights and fundamental analysis to create personalized strategies that optimize returns while minimizing costs.

  • Do you work with clients from both developing and developed markets?

    Yes, I specialize in serving clients globally, with expertise in understanding the unique dynamics of both developing and developed economies.

  • Can you help me beat inflation and achieve a real return?

    Absolutely. My goal is to deliver investment strategies that target a real return of at least 5% above inflation while keeping costs low.

What's included

  • Comprehensive Investment Strategy

    A tailored investment plan that includes asset allocation, risk management, and return targets based on your unique financial goals, risk tolerance, and investment horizon. This strategy is designed to deliver inflation-beating, real returns while optimizing costs.

  • Detailed Asset Analysis Report

    An in-depth evaluation of each asset in your portfolio, leveraging macroeconomic insights and fundamental analysis. This report highlights performance expectations, potential risks, and alignment with your financial objectives.

  • Portfolio Performance Review

    Regular performance updates, including detailed reports on portfolio returns, asset performance, and market conditions. This ensures transparency and provides actionable insights to keep your investments aligned with your long-term goals.

Skills and tools

Financial Advisor

Wealth Management Advisor

Financial Consultant

Microsoft Excel

PowerPoint

Industries

Finance

More services

Comprehensive Portfolio Analysis

STARTING AT

$2,000

fixed rate