Concreed Capital follows a structured and disciplined approach to investing on behalf of clients.
Our process begins with an initial discovery meeting with potential investors where we discuss their circumstances and establish what their investment goals and objectives are. We then define appropriate asset allocation frameworks that reflect their unique considerations, and apply risk management strategies that guide us throughout the investment process. We adopt rigorous research methods and are accountable to an Investment Committee consisting of seasoned professionals in the financial markets In line with established objectives and the risk tolerance of the client, we construct portfolios that are geared towards achieving the stated objectives. Our process provides a monitoring and feedback mechanism in which we assess portfolio performance and reporting back to the client.
We adopt rigorous research methods and employ an Investment Committee consisting of seasoned professionals which provide oversight and independent assessments of our investment activities.