Investment Management Accounts

Investment Management Accounts

We build individual portfolios suited to clients’ financial objectives, investment horizon and risk parameters. A portfolio can contain stocks, bonds, short-term instruments or alternative investments, weighted to maximize risk-adjusted returns.

Corporate or Institutional

UITF, Deposits, Government Bond, Corporate Bond, Preferred Shares, Common Shares


Fixed Income
For clients seeking capital preservation and income for their investment portfolio. The portfolio will invest in corporate or government securities.

Dividend Income
For clients seeking income and long term capital appreciation for their investment portfolio. The portfolio will invest in listed companies offering high dividend yields and consistent dividend payouts.

Active Equity
For clients seeking long term growth for their investment portfolio. The strategy aims to generate superior performance by selecting Philippine equities with long term growth potential.

Intends to invest the portfolio to consider client’s specific needs.