Portfolio Advisory Services

Successful Investors Diversify!

Benefit from our money management services inclusive of discretionary investment services by a knowledgeable, experienced and professional team. Sagicor Investments understands that each client is unique and that investors have a unique set of objectives. Our Portfolio Planning and Advisory Services allow you to obtain the optimal asset mix by spreading your investments across multiple asset classes while maximizing and ensuring steady returns. Diversification lowers risk and promotes successful investing.

Key Benefits

• An investment approach that fits your requirements
• Financial expertise that helps and manage your investments
• Research analysis that supports your investment choice
• Our managed portfolio service puts a Personal Financial Advisor in charge of your assets who will work closely with you to evaluate your financial situation and define your goals.

Let us develop an investment plan to help you reach your goals!

Questions?

Please speak with a Personal Financial Advisor at your nearest branch or call 888-SAGICOR.