Our Discretionary Management

For a piece of mind

One smart investment approach is to entrust daily investment decisions to a portfolio manager. With this professional, who has excellent credentials and qualifications, your portfolio is in good hands.

We offer you:

  • An investment policy to direct your portfolio transactions.
  • A structured portfolio management approach.
  • A disciplined strategy that combines risk management, flexibility, and tax optimization.
  • Regular performance updates and reports on portfolio changes. Fee-based pricing.


The advantages:

  1. Clear management guidelines. Your portfolio is managed in accordance with a clear and transparent investment policy.
  2. Delegate day-to-day decisions. You don’t need to be involved in every trade, so you can go about your business with peace of mind.
  3. Custom-built portfolio.Your portfolio will be tailored to address your specific needs, based on your risk tolerance and investment objectives.
  4. Direct access to your portfolio manager, who’s always available. You’ll be kept informed of any changes made to your investments.
  5. Some fees are tax-deductible.
  6. Some management fees can be waived.
  7. You can pool your assets with your spouse or family members to get an even better rate.
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