Portfolio Management
We offer both Discretionary and Non-Discretionary Portfolio Management Services.
We will manage your investments in the form of bonds, shares, cash, mutual funds and other instruments so that these earn the maximum return within your stipulated risk tolerance & time frame.
Portfolio management is built around research with access to a broad range of alternative investments.
We Will Assist You To
Determine your optimal investment mix.
Match investment to your objectives.
Balance Risk against performance (based on clients risk tolerance) - focusing on managing downside risk.
We will provide you with detailed and customised performance reporting on an agreed basis.
Cumax Wealth offers a flexible fee structure that can be negotiated!
Cumax Wealth offers a flexible fee structure that can be negotiated!
The Cumax Wealth Portfolio Management Service is designed based on your life-stage considerations, risk tolerance and time horizon.
Key investment strategies based on your unique goals and objectives
Access to your Personal Account Executive
Timely analysis and monitoring of your portfolio
We will establish an investment strategy, select appropriate investments and allocate each investment properly for a fund or asset-management vehicle.
Portfolio Management begins with a conversation.