Fiduciary management is the management of investment portfolios at the customers’ request as per the judgment of the Management Company or Investment Intermediary for each separate customer with the investment portfolios including one or more financial instruments. The unique risk / return ratio for each investor may be achieved by building an individual portfolio.
Investment Intermediary Municipal Bank PLC offers individual financial instrument portfolio traded on the Bulgarian and world markets, in compliance with an agreement concluded in advance. Fiduciary management is for individuals, institutional and corporate investors.
The purpose of creating an individual fiduciary management portfolio is minimizing the possible risks through diversification among different assets. Investment decisions are taken on the basis of in-depth fundamental and technical analysis, aiming at finding investment possibilities with probability of performing well on the market.
The customer is entitled to a regular report on the status of the portfolio in a convenient way (e-mail, fax, mail).