With discretionary management you give Vimco's asset management specialists the right to make investment decisions about the composition of your investment portfolio on your behalf. This gives you the comfort that your assets are properly managed, so that you do not have to constantly follow stock market movements and financial news.
How it works
To provide you with the best possible service in the future, we consider it important to learn something about the past. Behind each capital lies a unique story, which we would like to discuss with you in an introductory meeting. Of course, we will also explain our investment philosophy and seek opportunities for further cooperation.
It is important to determine your investment objective. Are you looking for preservation of capital, additional income, or aiming for capital growth? Your investment horizon is important as well. When the investment objective and horizon are known, a risk profile can be established.
Based on these parameters, we will provide you with a non-binding investment proposal. This includes the investment strategy with which we expect to achieve your investment goals. You take the time to review the investment proposal at your convenience, after which we shall schedule a follow-up meeting to discuss the proposal.
If you are satisfied with the investment proposal, we will open an investment account in your name with a custodian bank of your choosing. Thereafter, we will visit you four times a year to discuss the progress and potential changes in your situation. We strive for a sustainable long-term relationship based on mutual trust.
Interested? Contact us to schedule a non-binding meeting with one of or specialists.
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