Discretionary Portfolio Management

 

Through our experienced managers with a proven track record we are able to provide Discretionary Portfolio Management to clients who require a more aggressive solution to all or part of their overall wealth.

 

This service is provided through established and highly reputable on-line brokers were clients are able to open and fund their own accounts which in turn are managed by Integradvisory. The positions taken by our managers are considered short-term through the use of speculative financial instruments and this service complements the longer term allocation offered through the advisory service.

 

Although the risk factor of this service is considered high clients still benefit from established risk management tools to minimize volatility levels and ensure constant vigilance to portfolios including:

 

• Internal real time portfolio management systems providing constant monitoring of portfolios and including stop loss indicators linked to pre-set and agreed parameters.
• A separate Asset Management Investment Committee responsible for the formulation and implementation of investment and risk management techniques. This committee is composed of experienced traders and risk managers with regular meetings held to constantly update the strategies used with the evolving financial markets.

 

 

To download English version of Discretionary Portfolio Management Service Brochure click here