Clients of NBL Asset Management will be invited to set up an investment account with a large, globally reputable broker. NBL Asset Management will be able to buy, sell and otherwise manage the investments in the client’s account via a master account. NBL Asset Management will look to create a portfolio that is specifically tailored to the preferences, objectives, and risk tolerances of the individual. Within that context, NBL Asset Management will seek to achieve the best possible returns for our client.
NBL Asset Management will not be able to make deposits, withdrawals, or otherwise change the permissions or settings on the account. As part of the investment management agreement NBL Asset Management will charge a 1% annual fee to the master account based on the assets under management in the client account. This will be charged as a tiny percentage daily, and be done automatically. Clients will be able to delink the master account from their client account, make withdrawals, or close their account at any time without incurring any fees or penalties.
By having a portfolio managed by NBL Asset Management, you’ll be entitled to other services offered at no extra charge, regardless of portfolio size.
Financial Advice: Your portfolio manager will be happy to help you with investment transactions external to your NBL Asset Management portfolio to help ensure the investment is of good value and quality and aligns with your objectives, expectations, and risk tolerance. This may include investments held in retirement accounts or ISAs, personal investment accounts, buying or selling property, purchasing an annuity, among others.
Financial Planning: NBL Asset Management will be able to offer support for other holistic aspects of finance. This may include managing debts, car financing, tax management, spend management, or helping to achieve specific targets.
Education: It is very important for people to understand their investments and know the reasons for owning them. We help our clients build their knowledge of capital assets, financial markets, and the economy so that they can invest with confidence. Additionally, we serve as a contact point during times of economic or financial turmoil, providing them with a better understanding of news or market distress.
Fraud Protection: Clients will be welcomed to contact their portfolio manager if they are considering making a transaction or investment and would like a second opinion on its potential for fraudulence. Your portfolio manager will also guide you on the steps that could be taken to gather more information or to protect yourself. The guidance will always be impartial and fair and may involve non-investment transactions, potential investments, or financial services external to our company.
Entertainment & Speculation Guidance: Many people are naturally drawn to risk. It is common for individuals to feel inclined to use financial assets as a tool to potentially double their money quickly or achieve extraordinary returns. However, this often involves taking significant risks. While we do not condone heavy risk-taking as a core part of the portfolio, for individuals who seek to take risks, we help them do so in a controlled and informed manner. We guide them away from common traps, such as overly hyped stocks, fraudulent schemes, and failing businesses. Instead, we assist them in identifying potential areas of opportunity that align with their desire to take risks.