We provide both discretionary and advisory asset management solutions, which are developed by our investment professionals and tailored to meet your specific requirements. Our investment philosophy and operational framework are structured to achieve capital preservation and robust long-term performance.
Our customers usually give us free rein to handle their assets. Your portfolio is managed in a way that is compatible with your risk profile, goals, resources, and investment objectives. Our monitoring procedures ensure that your investment portfolio remains optimal and in accordance with your mandate after the initial setup.
ADVISORY ASSET MANAGEMENT
Our advisory asset management offering may be more suitable or desirable in certain cases, however. The professional insights and experience of our analysts and portfolio managers may be beneficial to some investors who wish to manage their portfolio themselves.
Individual Investors
Our objective in C&D INVESTMENTS is to assist our clients in attaining their financial objectives. We believe that each individual has unique needs, objectives, and desires. Additionally, people have unique combinations of assets and liabilities, or income and spending habits. In order to ensure our clients' satisfaction, we first try to understand their current status and future objectives through the financial planning process. This enables us to tailor our asset management solutions to each client's specific needs.
Institutional Investors
Investment management services and proprietary research insights are provided to institutional clients. Over the past decade, we have provided investment advisory services to foundations, endowments, insurance companies, pension funds, and other asset managers. Our Asset and Liability Management solutions can help institutional clients operate in a predictable and sustainable way.
