서비스: 투자관리

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중장기적으로 꾸준하게 본인의 투자성향과 투자목적에 적절한 투자정책을 설정해드립니다. 이 서비스는 모든 투자상품 선택과 자산 포트폴리오의 기반이 됩니다.

     ▪ 개인별 투자성향 분석 (Risk Tolerance/Profile)
     ▪ 투자 목적 및 Timeline 설정 (Investment Objectives and Timelines)
     ▪ 투자 수익/리스크 Target을 고려한 자산배분 (Asset Allocation)
     ▪ 투자상품 선택기준 (Selection Criteria) 설정
     ▪ 리밸런싱 정책 (Event based, Drift Based 등)
     ▪ 투자성과 리뷰 및 조정 절차 설정
     ▪ IPS 업데이트 절차 설정

투자정책에 부합하는 실제 포트폴리오를 구성하는 작업으로서, 대형 양식화된 재정자문 서비스와 다르게 충분한 대화와 교육을 제공해드립니다.

     ▪ 실제 투자 포트폴리오 구성 (ETF, 주식/채권 등)
     ▪ 투자자산 세금전략 (capital gain/loss) 검토 및 제안
     ▪ 주기적 분기별 성과 리포트 제공 및 리뷰 미팅

투자관리 서비스 고객을 위한 지속적 모니터링, 자동투자 및 리밸런싱 해드립니다.

     ▪  IPS에 의한 리밸런싱 정책을 주기적으로 실행하는 서비스
     ▪ 시장의 상태에 따라 Tactical Reallocation실행 서비스

비절세 (일반) 금융계좌에 있는 주식/ETF등을 적절하게 tax loss를 실현하여 소득세를 절약하는 기법을 wash sale를 피하면서 실행해드립니다.

     ▪ 연말 혹은 시장하락시 Tax Loss Harvesting기회 모니터링 및 실행
     ▪ 낮은 인컴 년도에는 Tax Gain Harvest 시나리오 검토 및 제안
     ▪ Wash Sale 가능성 검토 및 회피전략

규정 compliance 혹은 법규상 대신 관리해드릴 수 없지만 옵션, 선물, 공매도 등의 투자 상품 혹은 기법에 대해 직접 투자하실 수 있도록 교육을 해드리는 서비스입니다.

     ▪ 각종 주식/채권/펀드 검토 및 거래 방법 교육
     ▪ 각종 거래관련 주의할 점 (PDT, Free Rider, Good Faith Violation 등)
     ▪ 옵션거래에 대한 이해 및 전략 교육 (calls/puts, CC, CSP, LEAPS 등)

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Privacy Policy

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Personal Information
We collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.

Why We Collect Your Information:
· In order to allow us to provide tailored investment and advisory services to you; and,
· To comply with the relevant Federal and State laws and regulations that govern us.

What We Collect and Maintain:
· Information that you provide on applications or other forms, which may include personal and household information such as income, spending habits, investment objectives, financial goals, statements of account, and other records concerning your financial condition
· Identifying information such as your name, age, address, social security number, etc.
· Information about your transactions with us and information that we generate to service your financial needs
· Information we receive from consumer reporting agencies (e.g., credit bureaus), as well as other various materials we may use to provide an appropriate recommendation or to fill a service request.

Security of Your Information:
We restrict access to your non-public personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your non-public personal information.

Information We Disclose:
We do not disclose the non-public personal information we collect about our customers to anyone except: (1) to individuals and/or entities not affiliated with Ingeniq LLC, including, but not limited to certain service providers (i.e., broker-dealer, sub-advisers, account custodian, record keeper, etc.) in furtherance of the client’s engagement with Ingeniq LLC to service your account; (2) to your authorized representative or power of attorney; or (3)
otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.

Former Clients:
If you decide to close your account(s) or become an inactive customer, we will adhere to our privacy policies, which may be amended from time to time.

Changes to Our Privacy Policy:
In the event there were to be a material change to our privacy policy regarding how we use your confidential information, we will provide written notice to you. Where applicable, you would be given an opportunity to limit or opt-out of such disclosure arrangements. 

If you have questions about this privacy notice or about the privacy of your information call our main number (737) 808-2828 and ask for the Chief Compliance Officer or email cco@ingeniqcapital.com.