Portfolio investment
SOVLINK LLC provides consultancy services on the management of investment portfolios of its clients.
The fundamental principle of our work is high quality of services and custom-tailored approach: every client may choose a consultant from the portfolio managers and analysts of the Company based on his own investment preferences.
THE WAY WE OPERATE
Before providing the clients with consultation the Company’s experts determine the investment preferences of the client:
- portfolio liquidity requirements,
- acceptable level of risk,
- terms of investments,
- industry and regional preferences.
Subsequently, the consultants will be governed by this “investment profile,” which helps to effectively gauge the goals of the client and enables comfortable communications with the consultant.
During the consultations the Company’s experts:
- come up with new investment ideas for clients,
- propose optional changes in portfolio structure,
- make recommendations on the purchase or sale of securities.
However, the final decision on closing deals is always made by the client.