A portfolio is managed on a discretionary basis when the day to day investment decisions are delegated to a professional portfolio manager.

By transferring the day to day management of a portfolio to a professional manager, there is no longer any need for the investor to manage or constantly re-balance or agree to re-balance the assets of the portfolio,  This task is now fully delegated to the firm.

Many banks, brokerage firms or financial planning firms may offer discretionary management services.  However, portfolio managers are rarely in contact with Clients. This is not the case at Japa International. Portfolio managers remain accessible to our clients at any time.

 By law financial planners, brokers and financial advisors may provide advice to Clients, but are not normally allowed to make investment decisions for their clients. Only registered portfolio managers  are authorized to provide full discretionary portfolio management services.

Portfolio Strategies...