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Investment Advisory
We have developed an investment advice service that is highly focused on the needs of our clients. This service caters to private, HNW and corporate clients. The most notable aspect of our offering is our innovative pricing policy. Our approach to charging fees is similar to that of institutional investors. We believe that this enables us to significantly improve profit margins by up to 10% on the bottom line.
We are primarily driven by a desire to maximize investor returns, and we take great pride in our ability to do so. As we operate on a management fee income only, we have a vested interest in ensuring that our clients are satisfied with the results that they see.
Our approach to investing is based on a risk-based diversification strategy. We offer investment options across three different risk profiles – Conservative, Moderate, and Aggressive. By doing so, we cater to a wide range of investors, each with their unique risk appetites.
To ensure that we provide our clients with an investment plan that suits their needs, we collect financial data, assess their investment objectives, consider their investment knowledge and experience, and evaluate their investor profiles. Additionally, we use a suitability assessment questionnaire to gather all necessary information to design the best investment plan for our clients.
Our dedication to our client’s satisfaction and success is at the core of our investment advisory service. We seek to provide them with advice that is tailored to their unique financial situations and risk appetites.
Main Investment Strategy
We offer commission-based, Independent Investment Advisory services to U/HNW clients, while their assets are held in the depository institution of their choosing, in various developed market jurisdictions.
Clients receive personalized portfolio management advice, based on their individual investment profile, goals & constraints.
Differentiating from the investment proposal of traditional Private Banks which constrain client portfolios to a very narrow investment universe and mostly in a long-only setting, Whitetip Investments strives to build portfolios able to deliver absolute performance in every market environment.
Our number one priority is capital preservation which will allow to take drastic advantage of market dynamics once opportunity arises.
We strongly believe that investment performance is derived from prudent risk-management and not over-sized positional wagers. We focus on issues like position-sizing and exit strategies, rather than cluttering the portfolio with “buy-and-forget” investments, as is so common in the run-of-the-mill portfolios of most Private Banks.
We are strong advocates of the old investment adage of “cut your losses short and let your profits run”, thus never allowing losses to mount and not attempting to time the market, or conceal underperforming value traps as long-term conviction.
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