1.0 Executive Summary
1.1 Objectives
1. To obtain 60 clients in year one and at least 50 more in year two through public seminars, referrals, networking, and exceptional investment performance.
2. To obtain $7 million of assets under management in year one.
2. To exceed customer expectations through exceptional customer service and client relationship management.
3. To generate wealth for our clients and meet their investment objectives
4. To identify and manage risk that affects our client’s portfolios
1.2 Mission
Roesler Capital’s mission is to provide professional asset management for all of our clients. We aim to analyze our client’s financial situation to provide them with the proper information, services, and products to match their investment goals. We deliver to our clients the highest possible return for their given level of risk. We are committed to maintaining the highest ethics when it comes to integrity and the relationship we hold with each individual client.
1.3 Keys to Success
1. Performance- Generate client wealth and protect their investments
2. Risk Management- Identify and manage risk that impacts our clients investments and their performance
3. Client Relationship Management- Create a culture of exceptional service and exceed our clients expectations
4. Integrity- Act fairly and ethically in all aspects of our business
2.0 Company Summary
Roesler Capital is an investment management company. We have in-depth knowledge of all aspects of investment
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Identify the potential risks which affect the company and manage these risks within its risk appetite;
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Question 1: How can an effective Customer Relationship Management program be used to identify, retain, satisfy and retain customers?
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Risk Management—Contributing to frameworks and practices for identifying, measuring, managing and reporting risks to the achievement of the objectives of the organization.
2. Then we need to understand the customers with whom we have been successful and why.