Services
At a time when greater emphasis is placed on long-term capital preservation and self provision, it has never been more important to obtain specialist investment management advise.At East Bay Trading, we have a team of Portfolio Managers with extensive experience in managing investments on behalf of private, corporate and institutional clients. This experience is augmented by our company's state of the art research facilities and investment philosophy.
We offer three distinct portfolio management services:-
Discretionary Management
We will manage your Portfolio on a Discretionary basis, taking into account your risk tolerance, personal circumstances and requirements. When changes are made to your Portfolio, we will contact you to explain the modifications we have made. You will also receive regular valuations and a progress reports.
Managed Advisory
You provide us with detailed information regarding your investment objectives, attitude to risk, knowledge and experience, which will enable us to provide you with impromptu investment advice when you require it.
Execution Only
You contact us with your dealing instructions; we then execute the trade on your behalf in line with our efficient execution policy