The ACSC Inc. Method

The ACSC Inc. method is fundamental in helping us ascertain a well-defined path for our clients’ financial future. It begins with identifying goals and ambitions. ACSC Inc.’s advisory team in Beijing then formulates the basis of a plan to move forward in the most suitable way.

Phase 1

• Involves completing a client financial questionnaire, highlighting goals and objectives
• Discusses all the client's financial concerns
• Confirms and records personal investment limitations
• Defines volatility and risk acceptance limits

Phase 2

• Identifies the most suitable strategies to achieve the client's goals
• Reviews current retirement planning preparations (where appropriate)
• Puts forward asset allocation combinations for the portfolio incorporating different asset classes
• Focuses on individual investments for each asset class
• Seeks client agreement to proceed with the plan.

Phase 3

• Executes the agreed strategy
• Involves client-retained professionals such as accountants in discussions when appropriate.
• Purchases investments in accordance with the accepted investment plan
• Prepares and issues regular investment reports

Phase 4: Fortifying the portfolio

• Supervises all investments concentrating on market circumstances and macroeconomic outlook
• Fine-tuning asset distribution and weighting of asset classes as needed
• Informs client about the latest investment opportunities as they develop