Our services
PMS / AIF / SIF
Portfolio Management Services, Alternative Investment Funds and Specialized Investment Funds sit above mutual funds in minimum ticket size and in complexity. They can suit a large portfolio, and they can just as easily add cost and lock-in without adding return. We explain what each structure does, what it charges and who it genuinely suits, so the decision is made on merit.
Who this is for
- Investors with a substantial existing portfolio
- Those who already hold a diversified mutual fund core
- Families comfortable with lock-ins and concentration
Why families choose us
Structures compared plainly
How PMS, AIF and SIF differ in minimum investment, taxation, liquidity and disclosure.
Costs stated up front
Fixed fees, performance fees and exit terms laid out before any commitment.
An honest suitability view
Where a plain mutual fund would serve you just as well, we will say so.
How we work
Confirm the mutual fund core is in place first
Understand minimums, lock-ins and taxation
Read the fee structure in full, including performance fees
Size the allocation as a satellite, never the core
Take the first step.
A short conversation is all it takes to see where you stand and what's possible.