Discretionary Management

We understand that each client is unique and has a distinct set of needs, challenges and aspirations. With this in mind, we work with you to establish a personalized investment strategy to address all of your concerns.

We encourage a disciplined style of investing that will achieve superior results over the long-term. This approach includes four steps: goal setting, asset allocation, implementation and ongoing review and re-balancing. As your goals and objectives change, tactical shifts to the portfolio will be discussed to stay on course with your investment objectives.

Investment Advisory services are ideal for clients who would like the tranquility of knowing that their investments are carefully monitored in today's volatile markets. For those who seek a professional, performance-driven investment strategy tailored to suit their unique needs, we offer discretionary management for a portion or all of our client's assets.

The Lloyds Active Manager (LAM) custom designs, manages and monitors a mutual fund portfolio, selecting from over 150 mutual funds. As a statistically efficient portfolio tailored to meet your goals, risk is managed to optimize your returns. Portfolios are US Dollar denominated and require a minimum investment of USD100,000.00.

For full understanding of these solutions, their benefits, limitations and legal restrictions in your jurisdiction, please contact us.

Our Discretionary Portfolios have different Investment Profiles which are designed to align with the risk tolerance and time horizon of our clients. The Very Conservative Portfolio is designed for clients with a very low risk tolerance and 1 to 2 years time horizon. The Conservative Portfolio is for clients with a low risk tolerance and 2 to 3 years time horizon. The Balanced Portfolio has moderate risk and 4 year time horizon. The Dynamic Portfolio requires high risk tolerance and 5 year time horizon. The Very Dynamic profile requires a very high risk tolerance and a time horizon of more than 5 years. The asset allocation is determined by Investment Profile.

Should you wish to invest in any of our discretionary portfolios or change your current investment profile, please contact your Account Executive.

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This site is intended for use by NON-U.S. residents.