Investment Management
What it is
Investment Management at Solerus is a structured service for clients who want a portfolio built, implemented, and overseen with clear accountability. We manage portfolios around your objectives, risk profile, liquidity needs, time horizon, and any constraints you set.
Who it suits
Best fit when
- You want a defined framework and consistent oversight
- Your portfolio has grown and needs a clearer structure
- You prefer decisions to be documented and reviewable
- You want coordination across accounts, currencies, and countries
Not designed for
- Short-term trading, or highly reactive strategies
- Portfolios built around leverage as a routine tool
What you receive
- A portfolio designed around your objectives and constraints
- Diversification built across risk drivers, not simply the number of holdings
- Defined guidelines for sizing, concentration, and rebalancing
- Ongoing monitoring and structured reviews
- Clear reporting and consistent communication
How decisions are made
-
Start with purpose
The portfolio is built to support specific goals, not generic benchmarks.
-
Define risk in advance
Risk tolerance becomes practical limits, and those limits guide decisions
-
Document the rationale
Every change has a clear role and a clear reason.
-
Stay consistent through cycles
We avoid reactive shifts that compromise the framework.
How we work
-
Discover:
Objectives, constraints, liquidity, and risk profile
-
Design:
Portfolio structure, decision rules, reporting cadence
-
Implement:
Execution, operational setup, documentation
-
Review:
Monitoring, meetings, updates when circumstances change
Common questions
On an agreed cadence, with additional reviews when conditions or circumstances warrant it.
Yes. We design with the whole structure in mind, including currency considerations and liquidity needs.
Yes. Customization is guided by objectives, constraints, and feasibility, not by complexity for its own sake.