Discretionary Portfolio Management
Discretionary asset management is the major component of our investment management offering. Under our asset management agreement, you entrust us to manage your assets on a discretionary basis tailored to your needs.
This agreement specifies your investment objective, your asset allocation preferences, your time horizon and any specific individual requirement and investment guidelines your may have. Leveraging on our suite of in-house strategies, your portfolio can be tailored to your individual requirements.
Together with the adviser, clients are involved in the constant review of their investment parameters, and will receive comprehensive reporting regarding the positioning and performance of their investment portfolios, but decision-making responsibility will lie with Thirdrock.
Active Advisory Services
Clients who prefer a more “hands-on” approach to managing their investments can look to Thirdrock’s active advisory services. This includes regular interaction between you and our team of advisors and in depth discussion of investment strategy and ideas.
As an active advisory client, you are directly involved in your investment or trading strategy. You decide to what extent you wish to participate in the investment decision-making process and how active a role you wish to play in its implementation.
This approach gives you full control over your portfolio decisions with the benefit of having access to our investment professionals for independent advice.