For clients who prefer to take a passive approach to investing, we design and manage their portfolios on their behalf, in accordance with their agreed-upon investment strategy.

We begin by conducting a comprehensive assessment of the client’s risk tolerance, investment goals, and other unique considerations. Based on this information, we develop an optimal target asset allocation. Client portfolios are then constructed around this asset allocation, with sufficient flexibility to capitalize on market inefficiencies.

We conduct ongoing research, gathering insights from various banks and financial institutions. This helps us choose the right investments and keep a close watch on them. We also provide regular portfolio reporting and reviews to reduce risk and improve long-term predictability.