portfolio management mandate is targeted to clients
that are seeking the services of a portfolio manager
to develop Investment Policies, construct and manage
portfolios and report to them on a regular basis.
is targeted to High Net Worth Investors (HNWI)
and institutions seeking discretionary portfolio
management with a high level of professional
services with direct communication at all time with
the portfolio manager.
activities including systematic high frequency
trading, globalization of the markets,
correlations among asset classes, and volatility
have changed the way portfolios should be built
and managed. Market behavior changes
rapidly and widely. Interest rates are at
an all time low. It is the reason why it
is even more important to develop
does not take possession of funds. All funds
are deposited in custodian banks in segregated
accounts (more tax efficient).
registered portfolio management firm, all of our
fees are normally tax deductible on taxable
Sets us Apart...
need to be rebalanced?...