overview
Benefit from our wealth management services inclusive of discretionary investment services by a knowledgeable, experienced and professional team. Sagicor Investment understands that each client is unique and that investors have individual 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.
benefits
Key Benefits
- An investment approach that fits your objectives
- Financial expertise that helps and manages your investments
- Research analysis that supports your investment choice
- Our managed portfolio service puts a Personal Financial Advisor in charge of your assets which will work closely with you to evaluate your financial situation and define your goals
connect
Connect with Us
Let us develop an investment plan to help you reach your goals!
For more information, give us a call at 800-SAGE (7243) or email [email protected] to speak to a Sagicor Investments Specialist today.
