Discretionary management
Banque Safdié offers individual portfolio management according to the following profiles:
- Conservative
- Yield
- Defensive
- Balanced
- Growth
- Equity
- Customized Portfolio
The minimal amount of an individual portfolio is US dollars 500,000 or equivalent, in order to avoid liquidity constraints in diversification.
The reference currency may be freely chosen. For lesser amounts, the Bank offers participation in non-segregated investments that follow the same philosophy.
