what we do - Individual Solutions
Wealth and Portfolio Management
Why choose bourse wealth and portfolio management?
This product is geared toward individual investors who have challenges in setting up their portfolio, that is, choosing the right assets to achieve the desired objective.
The correct mix is achieved only through careful selection based on accurate information and constant monitoring of the markets- a time consuming task for many potential investors who may not have the investment know-how or time to commit this most important aspect.
When managing your own portfolio, you must also contend with challenging decisions on which assets to purchase or dispose, when to purchase or dispose and how much to purchase or dispose in order to have the right mix to achieve your objectives.
At Bourse, we take these burdens off your shoulder. We offer you a very PERSONALIZED service- a one-on-one Client/ Investment Services Adviser relationship. We will design a portfolio that is tailored to your specifications, moulded by your changing needs and suitable for your investment goals.
Creating your diagnostics
Our investment advisory service is carried out in two stages: