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What is discretionary portfolio management?

  • Updated

Discretionary portfolio management is the authority given to a portfolio manager to make investment decisions on your behalf. Discretionary is really just our way of saying that the portfolio manager can choose investments on your behalf in certain cases.

The portfolio manager can choose when and if to trade and make investment decisions based on your very own goals.

This form of investment enables your wealth to grow over time knowing that it’s in the hands of our certified and experienced portfolio managers. Let them do all the hard work so you don’t have to!

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