WDS Investment Management Ltd. delivers a very simple and clear mandate: to provide investment management services that are always in the best interest of our clients. This client-focused commitment translates directly into lower costs, customized personal relationships, and professional management of your assets. We are an investment counselling firm where our knowledge, research capabilities, and attention-to-detail go into the management of your wealth.
WDS provides customized individual portfolios that are derived from the criteria specific to each client. We typically manage conservative assets ranging from very low-risk portfolios to medium-risk portfolios. The aim of our discretionary investment management service is to achieve an attractive return over time given an acceptable level of risk tailored to your wishes. We review important factors such as risk tolerance, time horizon, liquidity needs and unique circumstances to use as a base in building your portfolio.
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Is your portfolio getting to a size which requires more investment knowledge than you have? Or does your portfolio require more interest than you have time for?
Are you tired of just switching from one mutual fund to another due to cronic underperformance? Or are you simply fed up with the high cost of mutual funds?
Are you unhappy with the old model of commission-based financial planners and brokers?
If your answer is YES to any one of these questions. Then contact us for a no-obligation consultation to find out how we can save you money and give you peace of mind. Our customized investment counselling service will help you achieve your goals today and in the future. Because after all, this is about you!
Specialties
investment counselling, portfolio management, wealth management, customized investment solutions, professional investing, CFA
