Investment Advisory Services

IVYE GROUP offers end-to-end investment advisory solutions covering macro trend analysis, asset allocation strategy, and project selection. Independent from sales bias, we support clients in achieving sustainable global capital growth and long-term family objectives, while maintaining prudent risk management.

✅ Scope of Investment Advisory Services

  • Multi-asset portfolio design and continuous optimization
  • Allocation advisory across Private Equity (PE), Venture Capital (VC), Real Estate, and more
  • Tailored investment research and customized thematic reports

📍 Investment Advisory Service Workflow

1
Client Objective Identification & Preference Assessment
  • Define investment objectives: capital preservation, long-term appreciation, stable income, or wealth succession
  • Assess client’s risk tolerance, liquidity needs, investment horizon, and value orientation
  • Review existing portfolio and historical performance to identify concentration risks and structural imbalances
2
Asset Allocation Strategy Design
  • Construct a diversified asset allocation framework: equities, bonds, real estate, private funds, and cash instruments
  • Define portfolio weightings and rebalancing mechanisms at both tactical and strategic levels
  • Provide adjustment recommendations aligned with market cycles and client objectives
3
Project Research & Customized Advisory
  • Deliver bespoke research on themes of interest (e.g., technology, healthcare, sustainability)
  • Source and evaluate private equity, venture capital, real estate, or sustainable investment opportunities
  • Facilitate project due diligence, structural planning, and term assessment with qualified partners
4
Performance Tracking & Dynamic Review
  • Provide periodic portfolio review reports, including performance analysis, risk assessment, and market outlook
  • Coordinate with third-party auditors and valuation firms to ensure independent and transparent reporting
  • Recommend timely portfolio adjustments in response to market dynamics or evolving client needs

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