Portfolio Optimization
Tools to get the most out of your portfolio Even if you are not a seasoned investment expert, it is probably easy to understand that having a strong investment portfolio is key. You want to make the r...
Managed accounts are accounts on which Alpen Partners International has full discretion to manage the assets according to a pre-agreed risk profile. Clients with managed accounts delegate the day-to-day investment decisions to Alpen Partners .
Alpen Partners International has a limited power of attorney on the account, with the authority to manage the assets but not wire cash or securities out of the account.
After a thorough analysis of our clients’ financial situation that will include an assessment of the risk profile and personal circumstances, Alpen Partners International will set up an individually structured investment portfolio that will be consistent with our clients’ expected return and risk tolerance.
Clients who have managed accounts with Alpen Partners International are typically professional business people who do not wish to get involved in the day-to-day investment decision process and believe in the long-term risk-adjusted returns we have been able to achieve.
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