I-3 Wealth Management has maintained an unwavering commitment to the Wealth Building & Portfolio Management of customer with the philosophy, “Trustworthiness and Creativity”. But today, as we become ever more global, what is the true value that we have to offer?
Our philosophy of “Trustworthiness & Creativity” — simple words that are not easily put into practice. These important words represent unchanging principles to which we will always be dedicated.
“Our Aspirations” mean not only to meet the needs of customers but also to provide customers with new value that exceeds their expectations. “Meeting needs. Exceeding expectations.” is our vision for the future.
We are therefore implementing a policy for realizing our aspirations that consists of making four key commitments. Be pro-active : Be broad-minded and well-informed in order to act quickly and resolutely. Seek new knowledge : Pioneer new potential through self-study and insatiable curiosity. Communicate well : Harmonize diverse skills by thinking out of the box and communicating effectively with others. Display Integrity : Harmonize diverse skills by thinking out of the box and communicating effectively with others.