Frequently Asked Questions

Find some answers to more common questions that we receive from clients below.

IWP has been in the financial services business for over 25 years now, with the same core team, values and dedication.

It is our belief that Personal finance is about more than money, it is about quality of life. At IWP we are not simply a “broker” or “financial adviser, “although we are those things, we strive to be more. We truly empathize with our clients by understanding their family dynamics, work, and social lives. This allows us to create personalized plans for each individual and family we work with, then armed with that understanding we can guide you to the best possible outcomes.

At IWP, we employ multiple unique strategies which have stood the test of time. The core focus surrounds building diversified portfolios which are low cost and passive in nature.

The investment team of IWP consist of highly qualified investment specialist with combined experience of over 40 years. IWP subscribes to highly regarded analytical software supplied by Morningstar. Through the combination of these two resources, the team is able to provide portfolio compositions which have met stringent testing and evaluation.

An advisor will maintain an objective, unemotional viewpoint while working with you to assess your current needs. Your advisor will help you set up a plan for your future often times using techniques and strategies not available to individuals outside of the industry. We will always be available to answer any questions you may have, or, be there to offer solutions to new problems as they arise. Studies have shown the cost of an adviser significantly outweigh the opportunity cost of under-performance and additional risk caused from an inexperienced investor.

Each advisor will work with their clients through every step of the way, toward reaching their goals. They will meet in person, talk over the phone, and communicate through email. We feel communication is the best way to ensure our clients stay on track with their personal and financial goals.

All clients will receive quarterly news letters from their advisor. These letters will review the current status of the financial market as well as what to expect from the market going forward.

We do not want to limit the people we can help based on nominal amounts, but it is our belief that a minimum of USD 25 000.00 or other equivalent will better ensure we can build a diversified portfolio. That means we don’t require new clients to have a minimum amount of money in the bank or in investments. We can explain more about how we charge and why we believe it’s the best way to do business on our first call.