Trust management

Trust management is an asset management service for an investor in the securities market.

 

The management objectives, the composition of the investment portfolio and the acceptable risks are agreed in advance with the client and documented in the trust agreement and in the investment declaration, which are the basis of the management strategy. An investor can always change the declaration or withdraw funds.

 

What is a trust agreement, investment strategy, how does a manager work?

 

Trust agreement

It involves the transfer to the manager of the property with the right to dispose in order to generate income.

Regardless of which investment strategy is chosen, the client remains the owner of the assets, not the trustee. But for his work, the latter receives a reward.

The contract defines the rights and obligations of the parties, as well as the procedure for the manager for trust management of securities and cash.

 

Trust Strategies

Portfolio Investments LLC has developed standard (classic) trust management strategies. Depending on financial goals, criteria of profitability and risk, the volume and term of investments, the current market situation, clients are offered several options for placing funds - from conservative to highly profitable - using various financial instruments.

 

 

Trust management of investment assets

Trust management of investment assets allows the client to avoid participating in the complex and time-consuming process of placing funds and entrust this to highly qualified specialists, specifying their requirements and wishes. A wide range of asset management services allows us to implement various strategies for placing funds, based on an acceptable level of risk and a desired level of profitability.

 

Our company is ready to use all its potential for your financial success.

Our experts conduct a multilateral analysis of the personal needs of each client according to such key parameters as the level of expectation of profitability, risk perception, investment horizon of investments, liquidity requirements and other criteria. Based on the results of the analysis, we offer you an individual financial solution.

Portfolio Investments LLC financial expert will help you determine your investment goals, investment horizon and your personal risk profile. Based on these parameters, a strategy for managing your funds will be formed, the implementation of which will be carried out by professional managers.

 

Risk warning

Investing in securities carries a risk of loss of property. The trustee manager in accordance with applicable law cannot guarantee income. Past management results do not guarantee future revenue.

 


We are clearly aware that trusting relationships are built on mutual respect, responsibility and a personal approach to the client. Therefore, our principle is an individual approach to working with clients.