Mutual Funds and initial public offerings (IPOs)

Mutual Funds and Initial Public Offerings (IPOs) gives us the opportunity to invest in a diversified, professionally managed pool at a relatively low cost. They are an excellent option for clients who are looking for a diversified investment portfolio offering liquidity and transparency.

We also make use of Mutual Funds in our Real Estate portfolio.

We offer personalized services for investments (including mutual funds of all types: Equity funds, Growth and Value Funds, Large- Cap and Small-Cap Funds, Bond Fund, Foreign Stocks Funds, Money Market Funds, Sector Funds & Asset Allocation Funds) & IPOs.