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OAM’s investment methods and
procedures are flexible in order to accommodate investors’ needs and objectives,
aiming for the best results from their capital invested and for the peace of mind of the
ultimate beneficiary/beneficiaries of the account.
 | OAM manages portfolios held by any bank or broker in any country of the
investor’s choice.
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| OAM manages portfolios via a limited power of attorney over the investor's
account held with his bank or broker. This authorizes OAM to buy and sell securities in
the account but not to withdraw, or transfer to third parties, securities or moneys.
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| Finally, OAM will offer advisory services for some individuals or institutions
with restricted management procedures, based on the "Olympic" investment
approach, for a negotiated fee. |
OAM’s investment methodology
for a discretionary managed portfolio is straightforward:
Step 1 Establish the investor’s bank account and
the relations with OAM
The investment manager at OAM responsible for the investor's
portfolio assists the investor to establish a suitable account in a major bank
of his choice and structures the investment management agreement between the
beneficiaries of the account and OAM.
Step 2 Determine the investor's profile and
objectives
OAM formulates with each investor a clear understanding of
the investment objectives, parameters and risk tolerance in order to determine a
long-term asset mix for the portfolio.
Step 3 Develop a model portfolio considering the
financial market's outlook
OAM's research team constantly analyzes the global
macro-economic outlook related to politico-economic changes and forecasts
worldwide. Based on 1) this analysis, 2) the periodic reporting on market
analyses and forecasts received from each "Olympian" money manager, and
3) our own feedback from due diligence meetings with the managers, we develop a
global asset allocation model portfolio.
Step 4 Synthesize the investor's portfolio
constructed from selected funds
Within the framework of the investor's parameters and the
guidelines set by OAM's strategic global asset allocation model portfolio, we
construct the investor's portfolio with suitable managed funds for each selected
investment sector and market from the "Olympian" money managers short
list.
Step 5 Review periodically the markets and the
investor's objectives
The investment manager at OAM responsible for the investor's
portfolio constantly monitors and regularly reviews the portfolio's needs to
ensure that it continues to reflect OAM's global asset allocation strategy, as
well as the investor's objectives.
OAM offers a customized investment management service based on our
expertise and experience, and not another investment product. We do not own or promote any
product.
[ Company's Overview ] [ Investment Management Today ] [ The Olympic Investment Approach ] [ Olympian Money Managers Selection ] [ Investment Methods & Procedures ] [ Investment Operations At The Bank ] [ OAM's Reporting & Fees ] [ OAM's Added Value To Investing ] [ Contact Information & Biography ]
   
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