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3.5

TAILOR MADE PORTFOLIO

EXCLUSIVELY DESIGNED FOR YOUR NEEDS

Hellas executive thinking
3.5.1.
YOUR PORTFOLIO

THE ESSENCE OF OUR EXPERIENCE AND SPECIALIZATION

The Investor receives personal services in investment portfolio creation, according to their requirements, goals and risk tolerance.

The Tailor Made portfolio is fully customized and structured based on the following inputs:

  • the company’s extended information collection questionnaire for the Investor
  • the possibility of adding special terms-preferences
  • the information evaluation mechanism
  • the definition of the investment profile
  • the choice of investment strategy
  • the portfolio’s Asset Allocation
  • the suitability-of-use mechanism for each product in relation to the profile
  • the use of specialized processing tools