Solutions & Services

Managed Accounts

We provide highly customized investment advice and wealth management services to accredited investors. The Company advises these clients on their investment portfolios maintained with well-known private bank partners and performs the wealth management function through Limited Powers of Attorney granted by clients.

Investment strategies applied to each client will be based on their risk profile and investment goals. The Portfolio Managers will take into consideration all factors including; the risk tolerance, time horizon, liquidity needs and preference factors to build an investment portfolio.

Please note that the company will not be holding clients’ assets; clients have full access and proprietary rights to their assets in the accounts.