Our Wealth Stories
They trusted us. We helped them meet their aspirations. Meet just a
few of our happy clients!
Six Steps to Wealth
If the stories sound too good to be true, let’s assure you they’re very real. All it takes is a systematic
process. Here’s how we do it.
1
Explore
We take a 360 degree look at your financial situation and
aspirations, and gauge your risk tolerance.
2
Set Goals
We set out your investment objectives and yes, life goals, in
black and white.
3
Build
We custom-make a bespoke portfolio of multiple asset classes and
tax-efficient products, based on extensive research.
4
Seek
We seek your feedback on the plan.
5
Execute
We put the asset allocation and portfolio plan into action and
rebalance periodically.
6
Review
We watch your plan like a baby to ensure you’re getting to your goals and make mid-course corrections. If
your goals change, we’ll adjust for this.
Trust is a Six-Letter Word
At Hexagon, your trusts rests on six pillars
1
No Conflicts
We'll never be swayed by factors not in client interests.
2
Committment
We seek life-long client relationships, not transactions.
3
Trust-Worthiness
We believe clients' trust is earned, not given.
4
Knowledge-Seeking
We're committed to lifelong professional learning.
5
Empowerment
We treat employees as partners in our prosperity.
6
Socially Conscious
We'll use our knowledge to further societal well-being.
