Portfolio Management

Investrust Wealth undertakes to manage your portfolio on a discretionary basis, tailoring to your investment goals and personal preferences. The unifying of our superior investment expertise and customisation crafts the perfect route to a healthy financial future.

Reasons why you should trust us

  • Guidance of a Relationship Manager to assist you with deciding the solution tailored to your needs, investment horizon, risk tolerance and investment goals.
  • The comfort of having your prized wealth managed by a team of experts.
  • The reassurance of having your assets under the guardianship of your preferred custodian bank.
  • Regular detailed reporting.
  • Monitored according to stringent guidelines of the Securities and Exchange Commission (SEC), with strict risk control.

How we seek to achieve optimal returns and curtail risk

  • Diversification of your wealth across a range of asset classes (stocks, corporate debt, government securities etc).
  • Active asset allocation across multiple asset classes, adjusted based on the current market situation.
  • Access to investment products or strategies that are otherwise unavailable to individual investors.

Contact us today for an appointment and let’s get started on the ideal solution for you!

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