Portfolio Advisory Services

Successful Investors Diversify!

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overview

Benefit from our money 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 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 lower risk and promotes successful investing.

benefits

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.

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Ready to Apply?

Apply Online Today or Download our Fillable PDF Application Forms to get started. Let us develop an investment plan to help you reach your goals! For more information or if you have further questions, please speak with a Personal Financial Advisor at your nearest branch or call 800-SAGE (7243).