Individual investment portfolio management
We offer our Customers the service of individual investment portfolio management. This service is popular among Customers wishing to entrust the creation and management of their investment portfolio to professionals.
Depending on the volume of the investment, we offer:
> 200 000 USD – the creation of an individual investment portfolio from stocks;
> 500 000 USD – the creation of an individual investment portfolio from bonds.
Our team has created several portfolio management strategies, and each of our Customers has a possibility to create his own strategy in collaboration with the Bank’s professionals.
Any investment strategy is based on two interrelated parameters – the expected return and risk. The higher the expected return, the higher the risk. In the process of communicating with the Customer, the Bank’s specialists clarify the Customer’s wishes regarding the return of the investment portfolio, and inform him of the associated risks.
The Customer who entrusted us with managing his investment portfolio has the possibility to monitor its composition and return, as the Bank’s authorized employees make investments in financial instruments according to the investment strategy, on a designated financial instruments account, on which the Customer receives regular reports.
If you are interested in the service of individual investment portfolio management, please, dial Customer Info Service: (+371) 67 359 000 or write to the e-mail firstname.lastname@example.org.