Portfolio Management

We manage stock portfolios according to the accepted principles, taking into consideration, the investor’s risk tolerance, time frame and investment objectives by identifying changes in portfolio conditions.

We are dedicated to handling numerous client relationships. This entails effectively managing institutional and high net worth portfolios, executing trades and maintaining strong client relationships. We aim at determining a proper asset allocation directed at maximizing the expected returns and minimizing risk. We measure client’s portfolio returns and performance regularly to ensure maximum performance. This service is backed by good but comprehensive research.

  • Asset allocation
  • Equity selection
  • Application of suitable portfolio strategy
  • Performance evaluation
  • Professional research and advice
  • Maximum returns and minimal risk
  • Adjusting portfolio to changing market trends - balancing of risks with returns
General Requirements:

Clients are required to have an account with Liberty Securities Limited which will require the following be provided:

Proof of identification i.e.
  • Valid passport
  • Voter's identification card
  • Driver's license
  • National Health Insurance Scheme identification card
  • One recent passport size photograph

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