THIRD PARTY DISCRETIONARY MANAGEMENT

Delegating the management of your assets to professionals offers many concrete advantages if you prefer to dedicate your time doing other things that matter to you, or if time or access to market information limits your ability to closely follow your investments.

At myPB, true to our philosophy of providing innovative strategies in wealth management, we will refer you to specialized discretionary management firms that employ an investment model based on alternative investment vehicles.

The choice of alternative investment vehicles opens the door to a wide variety of investments with a large range of strategies and styles. Most importantly, the principal aim of most alternative investment strategies is to reduce volatility and risk while attempting to preserve capital and deliver positive returns under all market conditions and provide diversification in a portfolio that may not otherwise be available through traditional investing.