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Managed Portfolio (Discretionary)

These are portfolios made for clients who want to assign the investment decision making process entirely to our portfolio managers. It is modeled in accordance to the client’s investment goals, time horizon, risk profile and liquidity needs with the objective of creating wealth.

Features and benefits

Managed at the Discretion of the Portfolio Manager to Optimize Portfolio Performance
Dynamic asset allocation
Relieves clients from the daily running of their portfolios
Professionally Managed
Constant monitoring of portfolio
Online Access and Periodic Reporting
Online Access and Periodic Reporting