Some Important FAQ's
Common Frequently Asked Questions
A: All our client's portfolios are tailored to their specific needs. We take the time to get to know our clients and their families to fully understand their objectives and explore how best they might reach those objectives. We can then properly assess the kind of investment strategy that will fit our client's needs.
A: Yes, you can view your portfolio online via My FiveMM Client only login. My FiveMM website allows a client to view the latest performance of their investment portfolio(s), look at portfolio exposure to currency, geography and sectors, and see individual holdings. This can be accessed via a web browser.
A: FiveMM is subject to strict regulatory rules to safeguard your assets which ensure that your invested assets are held securely and are segregated from the firm's own assets at all times. You remain the beneficial owner of your assets and the firm maintains detailed records of all your investments subject to regular checking, reconciliation and audit by our external auditors.
