Designed for investors who wish to delegate their portfolio management to a dedicated team of professionals.
When choosing to delegate the management of your assets, Brickell Global Advisory offers a discretionary management service, which is a flexible and transparent investment solution provided by a responsible and experienced team of investment professionals.
The discretionary management mandate will free you from making everyday investment decisions while keeping you informed of your portfolio activity with regular portfolio valuations, performance updates and ongoing contact with your Relationship Manager and investment management team. This premium level of service allows you to concentrate on other important aspects of your lives.
Value added: Entrust the management of your assets to experts.
Our Discretionary Management Service presents numerous benefits to our clients:
- Active Management – We remain focused on the financial markets and portfolios, performing constant risk management and responding to investment opportunities quickly and efficiently.
- Disciplined Approach – A structured four-step investment process, supported with precise and ongoing risk management is essential to long-term success.
- Fee Optimization – Target investment options that minimize fees and offer the most attractive cost-to-benefit ratio.
- Transparency – Clear and straightforward investment process and structure.
- Open Architecture – Investment selection is neutral, unbiased, and always in your best interest.
- Enhanced Reporting – Sophisticated reporting and periodic commentary from our Portfolio Management Team allow you to monitor both the performance and investment rationale of your portfolio
We offer four different model portfolios that are designed to meet the needs of investors across the risk spectrum. Additionally, for those clients who require a more customized approach, we are able to offer tailor-made portfolios to meet their specific needs.
Designed for investors who wish to leverage the experience of investment professionals in the evaluation of potential investment products or services.
Brickell Global Advisory offers professional due diligence services on various investment products and services designed to allow clients to make more informed investment decisions. Whether you are evaluating the merits of a particular investment or simply would like a second opinion, Brickell Global Advisory can provide unbiased and independent analysis, giving you the peace of mind to invest with confidence.
Portfolio Analysis, Proposals and Recommendation:
Designed for investors who seek independent and unbiased analysis and recommendations of their current investment portfolio.
Brickell Global Advisory offers portfolio analysis services on existing portfolios, regardless of where the assets are held. Brickell Global Advisory’s investment professionals specialize in portfolio construction and analysis and can provide suitable investment advice, proposals, and recommendations based on your individual circumstances.