Managed accounts

The Managed Accounts (discretionary portfolio management) service is a unique opportunity for realizing higher profit in comparison with the conventional ways of saving money..The biggest advantage of this service is the personal approach and the flexibility when managing the investment portfolios. We consider the different investment objectives, risk tolerance and time horizon of each of our clients. We achieve consistent high profits and lower the downside potential through active management and continuous monitoring of every client’s portfolio.

Whether your investment objectives include income, growth or a combination of the two, we can help you take a disciplined approach to investing. Our Managed Account division offers both individual and institutional investors an opportunity to benefit from the professional skills of affiliated and external investment managers. And you can do it on a cost-effective basis.

What does a Managed Account mean for you?
 
With a managed account you enjoy the benefit of a comprehensive consulting process.

Your managed account is a customized portfolio of stocks and/or bonds and cash that is guided by a professional investment manager. The manager buys and sells stock and/or bonds for your portfolio on your behalf.

Because you directly own the securities within your account, you have the option to specify investment restrictions (e.g., no alcohol or tobacco stocks), and you may set restrictions upon the region of invesment.

One all-inclusive fee arrangement covers all the services we provide. A portion of the annualized fee, based on the total value of your portfolio, is charged to your account each month.

Your Financial Advisor helps you assess your goals, address your financial concerns, and monitor your progress. 

Our aim is to add value to our clients’ investment portfolios through active and dynamic asset management by following the clients’ needs.

To contact us please write to us at info@karoll.bg or dial: +359 2 4008 300.