Contact Us
Independent client advisory
Structuring Of An Individual Client Portfolio
In accordance with asset allocation and individual preferences of the Client, the portfolio is structured with direct investments and structured products from the investment universe of asset classes.
ASSET CLASSES
- Equities & Structured Products (red)
- High Yield Bonds (orange)
- Alternative Investments (yellow)
- Short-term Investments (green)
- Client Specific Investments (gray)
* High Yield Bond – High Yield Bond with S&P investment rating of BB-D (non investment grade)
