Discretionary Financial Management Services
Investment markets are constantly changing and the risks and benefits of holding particular asset classes such as shares, bonds and cash will vary according to economic and market conditions. By giving an investment manager the discretion to alter the portfolio to meet market conditions the investor can increase the potential for better returns whilst reducing the volatility. The discretion that the manager is given is defined by the investor taking into account the base currency of the portfolio, whether income or growth is required, the investment period and the risk profile. It is reassuring for an investor to know that their portfolio is being actively managed and regularly reviewed as markets change.
Pegasus expert and qualified advisers give clear and objective financial advice on discretionary management services that are offered by third party leading investment institutions. The usual minimum investment for discretionary financial management services or actively managed portfolios is £250,000 (also available in US$ & Euro), although there are collective investment funds available for smaller sums.
Please contact Pegasus Financial Services Ltd for independent discretionary fiscal management advice.