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Portfolio Management

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This advisory, or discretionary investment service that assumes the responsibility of managing clients’ portfolios on a daily basis. The principle objective of this service is to determine, mutually with the client, the investment objectives, desired risk/return balance and accordingly design the portfolio using an investment process which is structured to maximize the probability of achieving the investment target according to a predefined strategy and shall include diversification, liquidity and risk considerations.

With this in mind, AM Financials has designed different types of managed portfolios which are suitable for a wide range of clients with different risk profiles.

Such portfolios are very attractive investment alternatives for those clients who do not want to get involved in the dynamics of the global financial markets yet they want to benefit from its opportunities. Besides, those portfolios are very liquid, dynamically managed and controlled with low volatility. Contact Us



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