Our Advisory Offering
We offer professional Portfolio Management and Portfolio Advisory solutions and optimize the running costs of your portfolio.
With a Portfolio Management mandate, we directly manage your portfolio consistently with your risk profile and agreed investment guidelines.
We manage your portfolio under the authority of a "limited power of attorney" granting us the authorization to transact on your portfolio but not to transfer cash or securities.
With a Portfolio Advisory Mandate, we provide you with a suggested asset allocation and relevant market information on a regular basis without actually managing your portfolio. We advise you with our daily reports (PCMI) and by answering your requests for information.