Consultation
Rotation Briefing
A focused session on sector and factor rotation signals relevant to your existing ETF weights — not a trade hotlist.
Who this is for
Clients who already know their strategic allocation and want a disciplined check on whether recent sector or factor leadership justifies a tactical tilt — or patience.
Scope
We review the rotation themes you nominate (for example energy vs. technology leadership, value vs. growth, or regional relative strength) against your current ETF weights. You leave with a short memo: what changed, what did not, and which holdings — if any — warrant a size adjustment conversation.
Exclusions
No daily alerts. No leveraged product recommendations. No timing guarantees. If your holdings list is incomplete, we pause until intake is finished.
How it runs
Send your current weights and the two or three rotation questions that matter this quarter. We prepare charts and notes, meet for sixty minutes, and send a one-page memo the next business day.
Fee
From THB 7,800 per briefing. Existing Allocation Review clients receive a reduced rate within six months of their last full review.