Discretionary Portfolio Management Account (DPMA) services have grown steadily since its launch in 2001. Under this service, customized investment solutions, tailored to the clients risk and return objectives, are provided. Main clients that opt for DPMA services include some of the large regional banks, pension funds and investment companies.
Under our DPMA service, clients have the flexibility of constructing their portfolio with unique and specific restrictions and requirements that would not normally exist in a fund. The first step involves preparing the Investment Policy Statement that includes understanding the clients return and risk objectives as well as investor constraints that the client might have in terms of liquidity, time horizon, legal and any unique considerations. Once this is completed, the portfolio is constructed so that it is congruent with the client’s needs and requirements.