Portfolio Management

Whether you are investing for retirement, your child’s education, buying a house or for any other reason, CCSL's Portfolio Investment Management Services will help you achieve your financial objectives. We know you want choices. Your personal investment advisor will create a financial plan just for you that will maximize your returns, based on your assets and liabilities, financial obligations, and risk tolerance.

Who Can Benefit

• Individuals with a minimum of JA$100,000 or US$2,500

What You Get

• A financial advisor who has the time, expertise and resources to provide solutions towards helping reach your goals
• A portfolio tailored to your risks and needs
• Timely and accurate research
• Sound advice

How It Works

• Your investment advisor will create a financial plan for you
• Funds will be allocated among a variety of asset classes including:
  • stocks,
  • JAD and USD fixed income investments and
  • Unit Trusts/ Mutual Funds

The performance of your portfolio will be reviewed periodically to keep pace with your life changes and changes in the financial markets.