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!

Ready to get started?

Call

(876)-926-7767

Email

clientservices@cumaxwealth.com
Cumax Wealth offers a flexible fee structure that can be negotiated!
Portfolio Management begins with a conversation.
X