Portfolio Advisory Services

Sagicor Investments understands that each client is unique and that investors have a unique set of objectives. Through our bespoke Portfolio Planning and Advisory Services, we offer you exclusive, customised support where you benefit from our money management facilities, inclusive of discretionary investment management by a knowledgeable, experienced team of experts.

Through this service, you can optimise your portfolio allocation by spreading your investments across multiple asset classes which best reflect your investor profile and your specific needs, while maximising your returns.

Key Benefits

  • A customised investment strategy aligned with your personal objectives and needs
  • Constant monitoring of your portfolio by our dedicated financial experts, who keep you abreast of key market information
  • Research and analysis to guide the strategic investment of your assets
  • Peace of mind knowing your portfolio is being expertly managed
  • More time for your other priorities, as you delegate the management of your portfolio to our financial specialists
  • A personal portfolio manager (assigned via our managed portfolio service) who works collaboratively with you, offering you a highly personalised evaluation of your financial situation and your investment goals

Contact us to develop a customised investment plan to help you reach your goals.

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