CFG Heward Investment Management

Our Expertise in Portfolio Management

For over 40 years, Heward Investment Management has guided clients towards financial security and growth through comprehensive portfolio management. Our team of experienced professionals utilizes a prudent and disciplined investment process to minimize risk and maximize returns for our clients.

What Sets Us Apart

• Client-Focused Approach: We work closely with each client to understand their unique investment goals, risk tolerance, and financial aspirations.
• Experienced Team: Our team of seasoned portfolio managers boasts decades of collective experience, ensuring comprehensive knowledge and expertise in navigating diverse market conditions.
• Fundamental Research: Our investment process emphasizes rigorous in-house research to identify high-quality investments aligned with our clients' goals.
• Disciplined Approach: We adhere to strict risk management principles and establish robust safeguards to protect client capital.

Our Comprehensive Services

Our comprehensive services include:

• Global Portfolio Management: We offer global investment solutions encompassing equities, fixed income, and alternative assets to achieve optimal diversification and market exposure.
• Retirement Planning: We assist clients in developing and implementing strategies to accumulate wealth throughout their working years and ensure a comfortable retirement.
• Wealth Management: We provide comprehensive wealth management services to coordinate and optimize all aspects of your financial life.
• Investment Consulting: Our team can offer personalized guidance and insights on investment strategies, market trends, and wealth planning.

Our Mission

Our principal objective is to safeguard and enhance your wealth. We approach every engagement with the utmost integrity and strive to build lasting relationships with our clients. We are committed to:

• Avoiding unnecessary risk
• Protecting and growing your wealth
• Sharing in your success and empowering future generations

Join Us on Your Financial Journey

At Heward, we believe in collaborative partnerships and personalized guidance to empower our clients towards financial success. Contact us today to schedule a consultation and discuss how we can help you achieve your financial goals.