Investment Management ServicesOur philosophy of investment management is focused on the client. We strive to build a trusting relationship with each client so that we gain a full understanding of each client’s overall financial goals and situation. Upon gaining that knowledge, which includes the client’s time horizon, income expectations, risk tolerance and goals for the money, we are in a position to recommend and implement an investment strategy to meet the client’s needs and goals. Asset allocation is the primary determinant of investment performance, so our investment process focuses on the construction of diversified portfolios with appropriate asset class weightings to generate the best returns with the least amount of risk. On a quarterly basis, our Investment Strategy Team meets to review current economic data and trends which influence our investment decisions. Our Team consists of Anawon’s management and senior officers of the Bank who have extensive investment responsibilities and exposure to both the fixed income and equity markets as well as a real connection to the business activity level of the bank. This unique blending of investment management expertise and commercial and retail banking perspectives sets us apart from our competition and connects Anawon to the reality of the business environment. Our investment management service also consists of online access to accounts to review portfolios. We also provide quarterly performance reporting to ensure that you understand how the portfolio is performing. Statements are available on a monthly or quarterly basis depending on client preference.
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