OUR SERVICES
Our relationships with our clients are built on proactive engagement. Very early in the process, we strive to intimately understand the current risk profile of our client’s financial assets, as well as their tolerance for risk. Risk is the fundamental consideration for any effective investment strategy.
Once the agreed upon risk limit has been established, we apply our best-in-class expertise to evaluate the universe of potential investment solutions and develop an investment strategy tailored to the client’s needs within their desired risk profile. This is how the relationship begins.
1
Discretionary Portfolio Management
Betilog provides discretionary portfolio management services to our valued clients, encompassing the meticulous creation and maintenance of personalized investment portfolios. Our adept team of professionals conducts a thorough assessment of your investment objectives, goals, and risk tolerance to craft a bespoke portfolio tailored to your unique financial requirements.
2
Estate & Trust Planning
The transfer of wealth across generations and the impactful legacy left through charitable bequests are pivotal aspects of an individual's life journey. Effective estate planning is crucial to safeguarding your assets from excessive taxation, estate administration expenses, and probate fees. By implementing sound estate planning strategies, you can maximize the preservation of your assets, ensuring that your loved ones and chosen charitable organizations benefit from your legacy in a meaningful and enduring manner.
3
Insurance
Although life insurance is commonly utilized to provide financial security for dependents, Enam recognizes its versatile applications beyond mere protection. In collaboration with trusted third-party partners, Enam leverages its proficiency in tax-sheltered investing and sophisticated insurance strategies to offer clients innovative solutions that extend beyond traditional risk coverage.
4
Pre-IPO Equities
Pre-IPO investments represent a compelling and attractive niche within the investment landscape, drawing interest from discerning investors. Nevertheless, despite its allure, gaining ownership in high-caliber non-publicly traded companies remains a challenging endeavor for investors.
