In case you already have an investment strategy, but unable to perform necessary daily transactions for the lack of time to resource, we can help you. Trust management is the perfect solution for the clients demanding complete transparency regarding investment decisions; however they cannot track their portfolio daily. Such clients prioritize following the set strategy, exclusive access to their accounts and ability to easily control the dynamics of the capital in trust management.
Trustee can only run transactions with the trusted funds, with no authority to inject/withdraw. Asset portfolios include shares, bonds, corporate stock, ETF, derivatives, structured products, alternative investments based on your pre-approved investment declaration.
Clients shall receive detailed reports on deals and portfolio structure, analytics and information reviews, and shall enjoy the right to terminate trust management at any moment. Without reservation, no trustee will share your losses incurred as a result of trust management, yet you will have to pay a share of your profits (usual fee is no less than 20%). Remember, any professional middleman (be it in investment consultant or a trustee) fee is success fee, that is they are paid only if you make money. All you need to do is to choose your trust manager.
We partner up with several trustees that offer a variety of products and operate on different terms and conditions.
Trust management plan “Aggressive growth” – no less than 1 M USD is deposited to a marginal account with a broker, instrument selection is based on technical analysis, portfolio includes shares in long and short positions, options, daily trading inter alia. No coverage for losses, success fee is 20% and 2% of asset costs per year.
Trust management plan “Moderate risk” – no less than 0.25 M USD is deposited to a marginal account with a broker, instrument selection is based on fundamental analysis, portfolio includes shares in long and short positions, options, daily trading inter alia. No coverage for losses, success fee is 35%.
Trust management plan “IPO system” – no less than 0.25 M USD is deposited to a broker’s account, trustee chooses instruments at his/her own discretion, portfolio includes companies going IPO with a 92 days’ restriction in right of disposal. Trustee may suggest you provide a contingent “safety net” deposit in order to increase the yield of the strategy. The deposit is also kept in the broker’s account and is only used to hedge IPO positions. Success fee is 20%.
Trust management plan “Mirror portfolio” – no less than 0.25 M USD is deposited to a marginal account with a broker, you select your instruments based on mirroring trustee’s portfolio, your portfolio includes shares in long and short positions, options. Success fee is 10%.