Managed Portfolios

Prival Managed Accounts is an asset management program that brings customers personalized advice without transaction costs and a flat rate. The objective of the Asset Management Department leading this program, is to offer a diversified tailor made investment portfolios based on the client's investment goals.  We work closely with you, our client, to understand your current situation, risk tolerance, financial objectives, and other factors in order to determine the best way to manage your money. 

With a managed portfolio we offer our clients access to global financial markets using top asset managers, leaving the day-to-day portfolio management, investment selection and periodic rebalancing in the hands of professionals. For each portfolio, an investment plan, asset allocation and strategy is defined with input from the client, afterwards all the management and operations are left under our responsibility. The client receives monthly updates for his portfolio and has quarterly meetings with the investment team to follow up on its progress.

A managed portfolio is a solution for clients who want to invest in the global financial markets with a long term investment time horizon. The ideal client for this program wants a portfolio that can preserves capital with the potential for asset growth over a full market cycle. This program is designed to meet our client's multiple long term goals, buying a home, paying for education expenses and retirement.
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