Intellistocks Earns Official 'Best Wealth Management Company-UAE'
November 22, 2022
Intellistocks is dedicated to the preservation and growth of assets entrusted under our advisory. We onboard you with Interactive Brokers, the world's top online broker with a total customer asset value of $296 billion^.
^ As of Nov 1, 2022
You own and control your Interactive Brokers account no matter where you live.
You can transfer your paid-up stocks to another custodian at any time.
Account protection up to $500,000 by the Securities Investor Protection Corporation (SIPC), regardless of US citizenship.
We are licensed/registered in the UAE, India, and with the London Stock Exchange.
Risk-Focused Portfolio Management: Unlike traditional advisors, we prioritize risk over growth. Our goal is superior performance with proportionately lower risk.
Risk Management at the Forefront: The foundation of every strategy, portfolio, and client relationship. Our proprietary AI- powered analytic platform, IntelIQ powered by big data, helps us to identify opportunities to decrease downside exposure and preserve portfolios, guiding our investment decisions to better align with investment objectives.
Our process begins with thorough market research, constant risk tracking, and utilizing data from financial databases to create a proprietary, real-time matrix for analysis and optimization.
We sift through the noise to analyze and anticipate market movements using objective facts and professional expertise, while continuously monitoring and assessing risk.
IntelIQ system helps our portfolio managers minimize risk while maximizing potential returns. Our team of experts stay on top of market changes to minimize losses and capitalize on opportunities.
Tailored Solutions with a focus on minimizing risk and maximizing potential returns. Our adaptable approach allows us to pursue specific objectives for each client.
We use several different measures to manage portfolio risk, including:
Diversity at the sector, demand/supply cycle, and trend system levels on individual portfolio creation tiers.
Rebalancing holdings and changing investment allocations based on current volatility and market circumstances to ensure the portfolio remains within acceptable risk bounds.
Exiting overextended run-ups and unsuccessful positions methodically.
We conduct a variety of stress tests on the most unfavorable historical situations to determine our risk exposure.
Each analyst is subject to strict performance controls.
Finally, we apply a bottom control approach. During prolonged portfolio declines, we decrease investment until the decline is reversed and an upward trend can be observed.
When confronted with hard and emotionally-charged facts about international stock markets, investors lack the time, information, and competence to make rational decisions. The global stock market is affected by an endless number of direct and indirect variables. It becomes extremely difficult for an individual to monitor the stock market and capitalize on opportunities. This is where Intellistocks can assist you in protecting your investments against numerous economic, political, and other market events. With our expertise, we guide you in achieving your financial objectives.ine meeting tool like Zoom or phone call, providing you with the convenience of our local availability.
You will always own all stocks fully paid by you. All Intellistocks accounts at Interactive Brokers are maintained under U.S. Securities and Exchange Commission regulations, which require that U.S. brokers separate and retain customer securities in a secure location.
The world is constantly changing, and stock markets are no exception. Since the inception of global stock markets, the long-term trend has always been upward (of course, there has been short- to mid-term volatility). You only need a highly disciplined portfolio-based approach (individual stocks may still lose money over the long term), highly scientific stock selection, pre-planned rebalancing, and a highly talented and educated research team. According to various studies and our combined investment expertise of more than 80 years, we have compiled a worst-case scenario of anyone losing money despite having all the investing qualities described above. However, in order to provide you with solutions, Intellistocks offers complete capital protection against market losses.
Your investment account is in your name, and only you have the password for it. Any financial transaction will take place only in or out of your bank account. Intellistocks will never request your account password. You have complete capital control over the account and are free to monitor its status. Since these securities are held in our clients' names, they can simply request a transfer to a different custodian in an adverse scenario. Consequently, whether or not Intellistocks exist, your money is always secure.