We facilitate and enhance our clients’ portfolio and private wealth management. Solutions range from brokerage account opening, retirement and goals-based planning to delivering financial advice & recommendations based on carefully constructed portfolios and smart rebalancing. The service is supplemented by regular, relevant, and transparent portfolio performance reporting.
Portfolio and wealth management services are provided to a wide range of clients, including but not limited to institutional clients and high net worth individuals based in Armenia and abroad. Investment advisors ensure that each client is treated accordingly based on the risk appetite, investment objectives, financial constraints, special considerations, and other key factors.