Managed Portfolios

  • For investors who do not want to be involved in the day to day operation of the portfolio, due to lack of time or knowledge.
  • Once investment objectives are defined with the client, one of our 6 Model Portfolios or a Custom Portfolio is selected to be implemented.
  • Once established, constant monitoring and risk management tools are applied going forward and detailed reporting of the results is available to the client for review.
  • It allows for constant monitoring to ensure that the strategy is implemented and maintained with discipline, therefore, striving to eliminate overlapping and excess risks.
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