Types of Clients

Corporate Clients

We offer asset management and advisory services for pension funds, endowment funds, foundations and other types of investment portfolios.

Benefits to the Client

• Focused investment management solutions tailored to the respective client portfolios
• Timely preparation and dissemination of accurate and meaningful reports
• Focused Equity and Market Research to fully support investment selections
• Regular meetings
  

Individual Clients

We offer discretionary investment management services to retail clients who have a minimum asset balance of $100 Million and are interested in personalized investment management aimed at preserving and enhancing their asset base through the creation of superior investment returns.

Benefits to the Client

• Personalized portfolio management by qualified and experienced professionals
• Improved portfolio performance
• Periodic reporting and updates on portfolio and macro-economic environment
• Clients avoids the hassle of managing own portfolio