Our investment advisory team devises a customized portfolio strategy depending on the following parameters:
Determine you risk profile: every investor has a unique risk appetite depending on their own unique circumstances and investment horizon
Establish an expected rate of return: Depending on your needs and the amount of risk that you are willing to take, we will endeavor to provide the best possible rate of return within the defined parameters.
Develop asset allocation guidelines: with the risk profile defined and the return objective established, we will develop asset allocation guidelines to achieve the required results.
Define your investment time horizon: Most SMA’s are signed for one year horizon with roll over options.
Define level of discretion: Investors can choose to give a full discretionary mandate for management of the SMA portfolio, or a full non-discretionary mandate, as well as any mix of the two.
