Discretionary Management Account

Feature

Discretionary accounts are ideal for investors, such as busy executives, business owners and others who do not want to be involved with portfolio management. These accounts are most suitable for investors who prefer a balanced approach to investing and have a long time horizon.

 

High Degree of Transparency

After every transaction, you will be well informed of your portfolio status by receiving daily and monthly statements with detailed transaction records.

 

Tailor-made Asset Allocation and Portfolio

Our Financial Advisor and Investment Manager will first evaluate your background, risk exposure, and expectations of returns and then design a customized investment strategy and allocation to achieve your investment objectives. The portfolio would be revised periodically.