Investment Strategy
Our investment concept is focused on two essential objectives: securing your wealth and ensuring performance.
In order to define the framework of an ideal investment strategy, CMR Management Services adapts each wealth management mandate to your particular needs
We first start with identifying your investment objectives, determining your risk tolerance and defining your investment horizon.
After the set up of your personal profile, we invest via a selection of specialised funds that are managed by carefully selected market sector experts.
We ideally divide the portfolio amongst 20 different investments, not exceeding 10% of the portfolio in one investment.
Transparency, liquidity, quality and cost minimisation are all important criteria while choosing investment vehicles.
One of the key factors of success is diversification to optimise the performance and to reduce the risk, while using broadest selection of global investment solutions, perfectly suited to your needs.
By diversifying, you make sure that you don’t put all your eggs in one basket.
Remember, however, that no matter how diversified your portfolio is, risk can never be eliminated completely.