Why B.A. van Doorn & Comp? ... Because we are experts in independent asset management
Our aim is to relieve you of the burden of managing your assets as much as possible while ensuring that you remain in control of how your portfolio is managed. You can trust us to make the best decisions for you without any conflict of interest.
We add value to the management of your assets by:
Delivering strategic investment solutions
We carefully map out your financial situation and develop a strategic plan together with you that forms the basis of your portfolio.
Determining the investment parameters
We then assist you in determining your investment goals and principles and any specific wishes. A crucial element in this process is establishing your risk profile, which we will use in the day-to-day management of risk in your portfolio.
Selecting the best external managers for you
Once your investment goals have been established, we select the funds most suited to your needs. This selection procedure involves ensuring that external manager contracts are aligned with your goals, and negotiating and implementing the actual contract.
Monitoring the performance
We monitor and assess the performance of the selected investment managers and funds on an ongoing basis.
Reporting in a clear, consolidated and customised manner
You will periodically receive a consolidated overview of your portfolio's performance with a clear explanation of the results achieved. In this way, we aim to keep you fully informed about the development of your assets, the quality of the delivered results and how they relate to your investment goals.
Fiduciary management allows you to rely on us to work towards meeting your investment goals within the agreed-upon framework. To find out more about how we can act as your fiduciary manager, contact us to arrange a free, no-strings-attached consult.