Discretionary Portfolio Management

 

3K Investment Partners M.F.M.C., apart from its multiannual involvement in the management of greek and foreign Undertakings for Collective Investment in Transferable Securities (UCITS), such as mutual funds, provides additionally, Discretionary Portfolio Management services.

 

The Discretionary Portfolio Management Service involves the management of our private or professional clients’ investment portfolios, at the discretion of our Company and within the context of clients’ orders. These portfolios may include one or more financial instruments (such as equities, bonds, mutual funds or money market instruments).

 

With the expertise and experience of the Company's executives, the specific financial needs and expectations of each prospective investor are "interpreted" and reflected into an integrated portfolio proposal, which, once established, is monitored and adjusted regularly. The financial instruments which compose each portfolio are selected by the executives of our Company through a wide range of financial instruments in geographical and sectorial terms and with strict selection criteria, while the construction and management of each portfolio always takes place in accordance with the knowledge, experience, financial situation and investment objectives of each investor.

 

For further information and appointments, regarding the Discretionary Portfolio Management in line with the applicable legislation, you may contact our specialized executives by calling in +30 210 7419890.