Portfolio Management
Unicorn Investment Securities specializes in the area of portfolio management and offers a dynamic and diversified means to optimize a portfolio' s return. Our normal practice is to suggest and implement investment strategies based upon our assessment of the individual client's need. We'll help you determine whether you want growth, income or both. Together, we'll explore your tolerance for risk and volatility in your portfolio.
Understanding the client's wishes is of course only the start. We believe that communication is vital so that not only does our client always know what is happening, but has the opportunity to discuss his changing circumstances and wishes on a regular basis. To this end, we have devised an efficient reporting system which is able to assess the results of operation on a daily basis. We are therefore able to offer our clients tailored reporting of the desired frequency and from our principal locations in Europe and The Bahamas our officers are available across six time zones. Our approach reflects the best aspects of the conservative Swiss tradition with the most modern financial management techniques.
Our private client services are designed for the affluent client whose considerable financial needs deserve superior personalized service. This service will permit you to benefit directly and with no intermediary from a vast choice of privileged financial and investment services. Essentially, we use your information to look after your accounts or provide a particular service. Occasionally we may contact you about other things that may interest you or save you money, but of course you can opt out by informing us immediately.
Based on the highest quality standards our service guarantees that your transaction receive the personalized attention that you expect, and with the utmost discretion.