Amber Asset Management and Smart Plus Celebrate Remarkable Asset Growth
Amber Asset Management has proudly announced that its newly developed 'Asset Management Service', in collaboration with Smart Plus, has surpassed 20 billion yen in assets within just two years of its launch. This impressive achievement highlights the growing trust and support from clients, particularly those aged 60 and above, who are seeking reliable investment solutions.
Service Overview
The 'Asset Management Service' is a unique discretionary investment service tailored specifically for Amber Asset Management by Smart Plus. By eliminating purchase and redemption fees, this service significantly reduces transaction costs, enabling clients to adjust their investment portfolios flexibly based on changes in life plans or investment intentions. This user-centered approach has resonated well with a broad client base, resulting in rapid asset accumulation since its inception in October 2023.
Clients can enjoy a range of features designed to enhance their investment experience:
1.
Goal-Based Approach: The service employs a goal-based framework that allows clients to simulate various investment scenarios based on their financial objectives, timeframes, and strategies. Utilizing Monte Carlo methods for risk assessment, clients can engage in comprehensive planning to maximize their asset potential.
2.
Dynamic Monitoring: Clients can regularly check progress against their goals, making adjustments as needed. Whether opting for increased or decreased investments, the service ensures continued agility in asset management, accommodating clients' evolving life situations.
3.
Collaborative Management: Clients can share their asset management processes online with advisors. This dual-access feature enables users to manage their investments while still consulting with advisors for expert guidance and strategic modifications.
The service utilizes Smart Plus's proprietary digital wrap solution, known as the 'Smartplus Digital Wealth Manager', ensuring a high level of technological integration that meets the demands of modern investors. As market conditions and user needs evolve, Amber Asset Management and Smart Plus remain committed to providing relevant and effective asset management solutions.
Company History and Vision
Founded in 2014 by President Yukihiro Tomoda, Amber Asset Management aims to be a trusted partner in managing crucial family assets. The firm has continuously expanded, establishing branches across Japan and consistently increasing its client base for 132 consecutive months. Currently managing assets worth over 95.8 billion yen as of January 2025, Amber Asset Management prides itself on its mission to educate clients about sound investment practices.
Yukihiro Tomoda, after leaving his position at Daiwa Securities, positioned the company as one that prioritizes independent financial advice, enriching the investment community through various speaking engagements and media appearances.
Educational Initiatives
Amber Asset Management is currently hosting seminars across 12 cities nationwide, focusing on empowering individuals with knowledge about effective asset management practices. Interested individuals are welcome to register and gain insights from industry experts.
For more details on the educational initiatives and to register, visit
Amber Corporation Seminars.
Conclusion
Amber Asset Management's ongoing partnership with Smart Plus signifies its commitment to innovation and excellence in asset management. With numerous positive outcomes and a rapidly expanding asset base, the firm is well-positioned to serve the evolving needs of its clients, ensuring their financial futures are secure and prosperous.
For inquiries regarding the service or to reach the marketing department of Amber Asset Management, please contact: