Design and implement a relevant strategy based on local and global insights
We understand that each person has a unique requirement. As such we design, implement and monitor our client’s unique portfolios constructed to meet their specific requirements. We consistently invest in insights to ensure that our investment strategy is suitable to your unique circumstances. Our single point of integration philosophy, guided by globally astute expertise, ensures that we strike the right balance between the right portfolio, risk, and returns giving you the most bespoke solutions for your unique set of needs.
The Bespoke nature of your individual portfolio
Access to the portfolio management services of an investment manager would typically be too costly for individual clients but is made possible through investment via our inhouse managed unit trusts.
This provides a simple, cost effective means of appointing an expert investment manager to manage your portfolio. This is done in line with your investment objectives as identified by PMK Wealth & Advisory. With an outcomes based approach, client’s specific needs are married to a risk outlook and return objective driving a carefully selected range of investment options.
● Diversified multi-asset, multi-strategy portfolios with outcomes-based approach● Cost effective combination of established and boutique managers
Focus on long-term value
At PMK, your investment portfolio is managed by a team of qualified and highly experienced Portfolio Managers. The investment manager(s) applies their wealth of experience, quantitative and qualitative research skills to continuously monitor the risk and performance of the model portfolio investment, and to ensure that the optimal asset allocation and fund selection is implemented to achieve your identified investment objectives.