Portfolio Management
How we do it
- We work closely with you to formulate the desired investment outcomes – your return objectives and risk tolerance over the relevant time horizon
- We identify your preferences, unique circumstances, and investment constraints
- We combine long-run capital market expectations with your objectives and constraints to create an appropriate strategic asset allocation
- We capture the value of investment decisions by minimizing transaction costs
- We communicate results on a regular basis and in an effective manner that takes into account your characteristics
- We stay sensitive to changes in your circumstances and needs, and we constantly monitor dynamic market conditions
- We rebalance the portfolio when necessary to make sure it continues to fit
EuroFinance offers three portfolio types:

Conservative
Low-risk – aims at preserving the portfolio’s purchasing power. Emphasizes safe, low-volatility, highly liquid investments with little potential for loss.

Balanced
Moderate risk – seeks to strike a balance between portfolio stability and long-term asset growth that outstrips inflation.
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Aggressive
High-risk – focused on long-term capital appreciation, this type of portfolio reflects aggressive growth characteristics.
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