Portfolio Management

Our main service is managing individual and institutional portfolios and it includes making decisions about investment mix and policy, matching investments to objectives, asset allocation, monitoring and balancing risk against performance.
The procedure is as follows:
Create an Investment Policy Statement -a statement that contains the investor's goals and constraints as it relates to his/her investments.
Develop an Investment Strategy - This entails creating a strategy that combines the investor's goals and objectives with current financial market and economic conditions.
Implement the Plan Created -This entails putting the investment strategy to work, investing in a portfolio that meets the client's goals and constraint requirements.
Markets and investors' needs change as time changes. As such, it is important to monitor for these changes as they occur and to update the plan to adjust for the changes that have occurred.
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