The success of our services rests above all on listening : defining your expectations, discovering and respecting your environment and your aspirations.
Management with the Advisory service : Management with the Advisory service will meet your expectations if you would like to maintain complete autonomy in your choice of investments, steer the management of your portfolio yourself and dialogue with our team prior to carrying out your financial transactions.
Management with the Delegation service : this choice allows you to delegate the financial management of your portfolio to ALMA MANAGEMENT, who will of course take into account your investment horizon, constraints and risk tolerance level.
Our methodology offers you:
- An in-depth individual assessment to define your profile.
- An allocation of your assets established with entire freedom according to the constraints you establish.
Our procedure can also include, where necessary :
- Rigorous checks of banking fees and a transparent rate structure.
- Periodic reports regarding transactions and positions in terms of risk, consolidated and processed within the time allotted. They include a diversification of counterparties for more effective risk management.