Our discretionary portfolio management service is our flagship offering. It enables clients to reap the rewards of discerning, prudent investment without the need to manage the day-to-day administrations while leaving key decisions to seasoned professionals.
We also supplement this service with an advisory portfolio management service that gives more experienced investors the chance to effectively be part of our investment team.
Client portfolios tend to range between $150,000 and $5 million and we focus on meeting and improving on each client's individual requirements.
Of course, we recognize that there is an array of approaches to sound and profitable investment but our inclination is to invest with a certain amount of conservatism, as the preservation of capital is almost always the overriding consideration of our clients.
Investment managers are allocated to each of our clients, who have direct access to them, as they will be the people that oversee your portfolio. We are an independent practice that is chiefly owned by our staff and we have no associations with any other financial organization. In effect this means that our clients are able to take advantage of the freedom we have to provide independent advice and specialist services.
With the discretionary mandate our clients have afforded us, we will have analyzed and planned what is to form the basis of a sound investment trajectory after reaching a consensus between us. We arrive at this through addressing a number of key issues, including targets for income generation and an evaluation of risk tolerance. Frequently our clients tend to embrace their own views about which constituent parts of their portfolios they favor and we will have taken this into account from our consultations.
We handle the administration relating to the day-to-day running of our clients' investment portfolios while providing them with market-leading professional expertise.
Once you have given us the mandate to run and manage your portfolio, Trade Inc.'s investment managers have the freedom to make investment decisions on your behalf. One of the major reasons for choosing discretionary portfolio management is that you benefit from our freedom to act promptly when circumstances change or when new opportunities arise.
Trade Inc. can also build personalized portfolios that encompass collective investments such as mutual funds and other specialist investment vehicles such as fixed income securities. Depending on a client's investment policy agreement and their stated goals and preferences, this is a good way of safeguarding capital when compared to investing in equities, which carry certain risks.
We pay close attention to:
i) Asset allocation
Our investment managers take full responsibility for the portfolios they are managing and will provide a suitable framework for the allocation of a client's assets. Every week our Investment Policy Committee meets to consider reports on valuable information provided by our in-house analyst teams. This involves regional, country and sector specialists. Policies are then implemented according to a consensus on the report's conclusions.
ii) Stock Selection
Our analysts specialize in particular market sectors, all of which are being constantly evaluated. These sector specialists provide the most pertinent observations at regularly held meetings and deliver input that contributes to the compilation of a recommended list of shares, bonds and commodity complexes.
Although we base our recommendations on our in-house analysis and research, we also consider valued information from third-party research.
iii) Risk Management
In the main, our policy is to steer portfolio management towards long-term growth and we aim to find a discreet balance between a client's income requirements and growth. We evaluate benchmarks in the equity market's indices so that we are able to find stock opportunities that outperform them. We also consider it to be of the utmost importance that portfolios do not to deviate from agreed asset allocations or become too influenced by individual shares or sectors.