Info

PANDA provides a disciplined and conservative approach to managing your money. Before we feel comfortable offering any investment advice, it's imperative that we truly understand your financial goals, feelings towards risk, time horizon(s) and any other relevant factors. Once we understand who you are as an investor, then we can develop a suitable investment strategy designed to meet your financial goals. For every customer we advise, PANDA produces an Investment Policy Statement (IPS). The IPS is a written document that specifies how your money will be managed. Many investment advisors neglect to produce an Investment Policy Statement for their clients. Without an IPS, there is no clear strategy and, as a result, investors tend to make costly mistakes because of knee-jerk reactions to the market. That's why PANDA encourages investors to go through this excersize before making any significant changes to their portfolio.