Portfolio Management
No matter what you want to achieve, our financial advisors do everything to make your money work for you.
Portfolio management at a glance
Since its inception, Smithbridge Asset Management has believed that successful investment management is a clear function of asset allocation. A strategic blend of high quality securities is a product of an assessment of your needs in terms of your risk tolerance, need for capital growth or preservation and income. This is a dynamic process that changes as you needs change.
Portfolio management benefits
Clear Plan
Have a clear strategy to achieve your goals.
Maximum Benefits
Achieve the maximum benefits from asset allocation and diversification.
Flexibility
Ability to react to the unexpected.
Investment types
Fixed Income
Fixed income is a class of assets and securities that pay out a set level of cash flows to investors, typically in the form of fixed interest or dividends with return of principle.
Equities
An equity is an instrument that signifies an ownership position in a corporation, and represents a claim on its proportionate share in the corporation’s assets and profits.
ETF’s
An Exchange Traded Fund (ETF) is a fund that tracks an index, but can be traded like a stock. ETFs are more tax-efficient than normal mutual funds and they have very low operating and transaction costs.
Mutual Funds
A mutual fund is an open-end professionally managed investment fund that pools money from many investors to purchase securities.
Make your money work for you.
OUR PROCESS
A step by step guidance to achieve your goals
We evaluate securities for financial strength and stability. All securities are subjected to a rigorous proprietary ranking.
We rank stocks based on growth, profitability, intrinsic value, financial strength, management depth and performance.
We continuously monitor holdings and sell when they no longer meet the fundamental financial criteria.
Need portfolio management advice?
Talk to an investment advisor. They know how to get your projects off the ground.
