Discretionary investment management is designed for investors not planning active personal participation in the investment process.
If you are not planning to take an active part in the investment process personally, we offer to take the advantage of our professional service in trust management:
Baltikums Short-Term Investment Strategy Bond Fund;
Private investment portfolio;
A standard-strategy investment portfolio.
In case of a private investment portfolio you are the one who selects an investment strategy and formulating risk tolerance parameters, but we provide our management services.
The standard-strategy investment portfolio offers a full range of basic strategies developed by our experts.
In case with the standard-strategy investment portfolio you have a possibility to evaluate the operating results for the previous years. Funds are mainly invested in different investment vehicles.
Trust manager services and/ or welfare services are relevant for those who purposefully want to place their assets in short-term/ long-term management and to create trust and family holdings.
For detailed information on our offers in asset management and administration of estates, please fill free to contact us personally or your private manager in Baltikums Banka.
