Investment portfolios

Service

Experienced and highly qualified team of CBL Asset Management develops and professionally manages individual investment portfolios, taking into account:

• Client’s risk tolerance and investment goals
• expected portfolio return
• planned investment horizon

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• Protection of investors’ interests
• Risks related with financial services
• Fees

Investment process

• CBL Asset Management specialists find out Client’s needs and goals, asses risk tolerance and discuss suitable investments.
• Investment specialists develop a portfolio structure that best suits client’s specific situation.
• Assets are invested according to the agreed portfolio structure.
• Portfolio and the securities it contains are constantly monitored and alternative investment opportunities are evaluated.
• Tactical asset allocation changes are implemented in the portfolio, according to the CBL Asset Management investment strategy and situation in the financial markets.
• Client receives regular portfolio reports and can monitor it through the internet bank.