- Solutions – Doing all the brainstorming, preparing the materials that goes into the ongoing advisory process. If you are a client or a prospect and have been through our advisory process, seen the wealth management plan, investment policy statements, investment factsheets, you may smell some of my sweat on the documents. Aside from that, there are always a few ad-hoc brainstorm work that land on my lap within the past 2.5 years.
- Investments – As part of a team, we sheperd the flagship investment portfolios that majority of our clients own, making sure that the funds in the portfolio do what they are suppose to do, make sure the portfolios client’s use
A week ago, during a quarterly performance check-in, I was briefed that my time in Providend would be spent more on dealing with the solutioning side of the business than the investments stuff.
When I joined the company, my time was split into two different aspects of the company:
