Portfolio Management

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.

We offer both Discretionary and Non-Discretionary Portfolio Management Services.

  • The CUFMC 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 porfolio

We will establish an investment strategy, select appropriate investments and allocate each investment properly for a fund or asset-management vehicle.

We will assist you to:

 
  • Determine your optimal investment mix
  • Match investment to your objectives
  • Balance Risk against performance (based on clients risk tolerance]

We will provide you with detailed and customised performance reporting on an agreed basis.

GET IN TOUCH

  • 2a Manhattan Road,
       Kingston 5.
  • 10 Ruthven Road,
       Kingston 10.
  • Phone: 1 876 926-7767
        Fax: 1 876 929-1050
  • Email: info@cufmco.com

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