Our Clients

NEW CLIENTS

Wellington Capital Group Tokyo Japan, understands that just as no two people are alike, neither are each client’s investment objectives and risk tolerance. Our wealth advisors start with an in-depth discussion to learn about your personal and financial goals and your typical investment activities. Listening is the best and only way to learn how to help each and every client. Our advisors will ask many questions to learn about a client’s life, their personal and professional situations, and about their attitudes towards money and other financial issues. Once we have a complete understanding of who you are as a person, only then can we map out an effective strategy to meet your needs as an investor. Your personalized investment plan is the road map that we refer to on an ongoing basis both to make investment decisions, and to measure our successes. Your Wellington Advisor will review your needs and goals periodically and adjust your established investment plan as necessary.

FIRST STEPS:

Ask questions and listen carefully.
Build a personalized investment plan.
Invest appropriately.
Review needs, goals and plan regularly.

❝ We’ve been working with Wellington Capital Group for almost ten years now and are confident to recommend them. Their service is excellent. They explain things in terms we can understand and give us time to make decisions so we never feel pressured. Our communication is always timely and clear, whether it’s written statements, replying to emailed questions or just being available on the telephone. Their research is reliable and most importantly our returns have been excellent. As our trust has grown over time we’ve built a friendship as well as a partnership. ❞

Jacques Retired Engineer

❝ Having spent my career living in several locations around the world and travelling extensively, I appreciate common sense and direct communication. I can count on Wellington Capital to give me reliable investment advice about international capital markets and to steward my portfolio through the inevitable choppy waters for steady returns. As my life circumstances have changed, they have been sensitive and attentive in changing my investment strategies and looking after things. I’m confident in in Wellington Capital and in the investments they have selected for me. ❞

OliverRetired Diplomat

❝ Always pleased with the attentive service and personal touch from my Wellington advisor and his assistant. They’re responsive to my needs and I can count on them for sound advice.❞

DavidSmall Business Owner

❝ Smart people who are old hats in managing the complexity of our financial situation that spans three continents. Our Wellington advisor is particularly cooperative with our trust lawyer and tax specialist and bends over backwards to accommodate their requests. I feel like I have a solid team looking out for our interests, which lets me sleep at night and stay focused on a demanding job. ❞

KatsuoV.P. Global Marketing

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