Hybrids

Hybrid securities provide an alternate investment option, typically yielding potentially higher returns

What are Hybrids?

Hybrids, also known as interest rate securities, are a type of exchange-traded product that combines features of both equity and debt securities. Typically, they start off more like debt instruments when issued but can convert into equity under specific conditions or at a set future date. It’s important to understand that each hybrid security comes with its own set of unique terms and conditions, making it essential to thoroughly assess each one.

AMT Management offers clear and concise summaries of the principal terms for each security within its research scope, aiding in easier understanding and evaluation.

WHY CHOOSE US

“AMT Management is widely recognized for its cautious investment guidance and comprehensive market analysis, serving as a key contributor to wealth accumulation for many investors across generations.”

AMT Management Advisory Procedure

Our advisory method is structured and predictable, leaving no room for unforeseen events.

Stage 1: Initial Consultation

Your first meeting with an AMT Management Financial Planner is dedicated to comprehending your current financial status, future lifestyle aspirations, and your financial and investment objectives.

Stage 2: Financial Profiling

Your planner will construct a comprehensive financial profile for you, with a keen focus on your risk tolerance.

Stage 3: Custom Financial Plan

Your planner will prepare a Statement of Advice, a detailed guide mapping out your individual financial path, inclusive of tailored advice, financial, and investment suggestions.

Stage 4: Plan Execution

Putting the advice and recommendations into action is a joint endeavor, involving coordination with other experts such as accountants, while keeping you engaged throughout the process.

Stage 5: Ongoing Evaluations

Changes in the market or your personal life may call for revisions to your plan and progress check-ins. During scheduled reviews, your planner might recommend changes to your portfolio to ensure your investment and financial strategies remain in sync with your evolving financial and lifestyle objectives.