ARTICLE
9 July 1998

About The Company

Bahamas Wealth Management
Established in 1993, MSI is an investment and financial services advisory entity in The Bahamas, and has a corporate objective of serving those individual and institutional clients - both international and domestic - who demand a high level of confidentiality and personalized service. The firm is committed to the belief that each client possesses a unique set of circumstances and objectives, and therefore the formulation of an investment strategy must reflect the individual clients profile. MSI's aim is to provide the client with the best opportunity to realize investment goals with optimal returns and minimal risk.

By closely monitoring both domestic and international markets and products, MSI offers a diverse range of opportunities to meet specific investment objectives and to assist in apportioning a client's assets among markets and types of securities to capture the markets' full potential on an ongoing basis.

MSI has the capability of managing distinct portfolios, ranging from the stocks of emerging growth companies to money market securities, from insurance-based annuities to offshore mutual funds, from government-guaranteed debt obligations to global fixed-income securities. This gives the client the ability to respond effectively and quickly to new and diverse opportunities in today's dynamic financial markets.

During the investment account process, MSI's policy dictates that the firm ascertain as much information as possible about the client, in a confidential manner, to determine risk tolerance and the client's investment objectives. The opening of accounts, transfer of funds and execution of the investment strategy are simple steps covered by MSI in a professional and efficient manner.

Access to regular reports on a client's funds is a hallmark of MSI, and the aspect of limited regulation by the Central Bank of The Bahamas, pending the full operation of the Securities Commission of The Bahamas, ensures accountability.

MSI provides both discretionary and non-discretionary investment accounts.

As a single-jurisdiction entity, MSI is strategically based only in The Bahamas to afford international clients the assurance of privacy and absence of demands from regulatory authorities abroad.

The MSI group of experienced professionals is dedicated to the principles of quality service, performance, integrity and confidentiality, while ensuring that its service is customized to the requirements of each client. The group reflects a powerful and methodical management style based on individuals and institutions whose reputations have been built on solid records of achievement and integrity.

The Nassau-based group is further supported by an international network of sound, reputable investment management advisors and broker-dealers to facilitate the development and execution of a clients personalized investment strategy. This network also includes settlement of investments and custodial services on the international market.

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances

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