Upon assessment or your corporation’s long-term financial requirements, we will design and construct an investment portfolio that seeks to maximize long-term performance at the appropriate level of risk. Critically, we also monitor our recommendations on an ongoing monthly basis to ensure that the portfolio’s long term performance is always in alignment with your corporation’s long-term financial requirements.
Through our internet-based Portfolio Administration Service (PAS), in-depth daily reports such as Portfolio Valuation and Portfolio Performance will be available for viewing by your corporation’s authorised personnel. To view a simulation of the PAS’s functionality, please click the link below: