Investment Management

Identify your investment objectives

Investment Management

Investing with a particular goal in mind

Rather than expecting you to fit into our mould, we approach investment management by first learning everything there is to know about what matters to you now and in the future. We understand that no two individuals or situations are the same. As a result, we assume that no two investment strategies can be tailored to achieve a single, predetermined result.

Our investment experts consult closely with clients to define a range of investment goals based on what each client hopes to benefit from their investment commitments. During each stage of the investment, the attitude toward risk, the theory and interval contribution capacities, time horizon obligations, and the provision of maturity are all considered.

Your success is our success

To maintain the highest levels of client satisfaction, it is important to build a portfolio that aligns with each investor's particular criteria and delivers on predetermined expectations. As an independent investment manager, our firm's success is inextricably connected to that of our clients. As a result, we adhere to an active management style in search of absolute returns, as well as providing outstanding standards of customer service backed by best-in-class administration.

Our Services
Management Service Mandates

How We Can Help

We have two distinct mandates: discretionary investment management and investment advisory services, depending on the form of service and level of involvement you choose.

Managed Portfolio Solutions

Managed Portfolio Solutions

At the very core of our investment management offering is a portfolio management service designed to provide investors with the freedom to concentrate on the important aspects of their professional and personal lives.

Our discretionary management service provides diversified portfolio exposure in consideration of the outcomes determined by the expectation of individual clients. We aim to deliver consistent, long-term returns whilst managing the nuances of short-term volatility. In our experience, an active, disciplined management style with a dedicated focus on realizing absolute returns provides our clients with comfort in the knowledge that their assets are constantly working towards the delivery of favorable outcomes.

By its very nature, our active management style utilizes the components of flexibility as the strategic allocation of assets navigates the ebbs and flows of global markets. Being flexible in our approach helps us to limit the effects caused by increasing levels of volatility whilst being prepared to capitalize on value driven opportunities as they emerge.

Access to research and recommendation

For active investors following events throughout the worldwide market place, our investment advisory service provides access to a global network of contemporary research and a unique ability to unlock value-driven investment opportunities that are typically reserved for institutions.

We work closely with clients as together we develop a investment framework in consideration of a custom client profile that identifies a number of components by which investment decisions and strategies are developed. Understanding a tolerance towards risk, return requirements and timeframe horizon are just some of the areas making up each custom profile.

Features of our advisory service

  • Custom solutions tailored to meet your short-term and long-term investment needs
  • Direct and unrestricted access to a dedicated investment specialist who is responsible for providing recommendations to the asset allocation mix as markets evolve and investor preferences change
  • We provide the information, you make the ultimate decision on the direction of your investments
Investment Advisory Services

Contact Camry

For more information on the services we offer, and how we can help you to manage your financial responsibilities, contact us to speak with a qualified adviser today.

Contact Us