Investment Advisory Services

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Investment Advisory

The National AIM investment advisory services provide sophisticated investors with a portfolio services that is directly in tune with their unique investment preferences. Our investment advisory delivers all the benefits and expertise associated to the discretionary portfolio services, but leaves the decision to acquire or sell assets in the hands of the investor.

Investment Advisory

Upgrading to an expert

Working closely with each client, our dedicated investment advisers develop an understanding of the investment preferences, objectives and expectations that form the basis of an investment profile unique to each client. The investment profile will serve towards the development of a tailored strategy by which our decisions and recommendations are made.

Investment advisory process

Investment Advisory Model
  • Custom investment services - Investment recommendations based on each unique client profile that evolves as markets fluctuate and as investor demands change.
  • Proactive advisory - Market commentary combined with asset allocation providing options to optimize portfolio balance.
  • Monitoring & analysis - Portfolios are continuously stress tested again a number of potential market variables..
  • Proactive advisory - Market commentary combined with asset allocation providing options to optimize portfolio balance.

Hong Kong

+852 5808 6722

U.S.A

+1 646 741 0196

Become Our Client

Account Application Process

Alternative Investments

Gain access to institutional level investments alternative to those typically considered 'traditional'.

National AIM presents a number of alternative investment solutions for investors with a specific appetite for private equity and pre-ipo positions.

National AIM's alternative investment solutions deliver risk-adjusted exposure to asset-based, private equity, pre-market placements and real estate investment trusts.


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National AIM - Hong Kong
24/F One Island East
Taikoo Place
18 Westlands Road
Quarry Bay, Hong Kong
+852 5808 6722
+852 5808 6777

National AIM - USA
29 Broadway 16th Floor
New York,
NY 10006
USA
+1 646 741 0196
+1 646 741 0197

This Website and the published content is presented by National Alternative Investment Management (National AIM). National AIM is authorised and regulated by The Commerce and Economic Development Bureau of the Hong Kong Special Administrative Region. National AIM is registered under company number 'Cr. 0391676'.

This Website and all information published on it is intended to provide information on the services available at National AIM. The content should not be interpreted as an offer to buy or sell or does not solicit an invitation to buy or sell investment securities and does not constitute investment advice or deliver bias on the merits and suitability of investment performance. Please note that the value of investments and the income derived from their performance may fluctuate. Investments may not hold their principle value and may return with less value than originally invested. Past performance is no guarantee of future performance. Currency movements may also have an effect on the value of overseas investments.

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