Wealth Advisory Services

Wealth Advisory Services

We build trusted partnerships to deliver personalized solutions for our private clients’ specific needs and craft customized solutions to meet our institutional clients’ local investment mandates. We have divided our wealth advisory services into two segments: private portfolio advisory (serving high net worth individuals and families) and institutional portfolio advisory (serving companies and institutions).
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Our wealth advisory services include:

  • Portfolio Management
    • Actively Managed International Portfolios: Discretionary portfolios, partial discretionary portfolios, non-discretionary portfolios
    • Investment Exposure: Fixed income securities, equities and other listed securities
    • Non-Traditional Investment Strategies: Margin accounts, securities based line of credit, options strategies, portfolio hedging, commodities and precious metals, structured solutions
  • Investment Advisory
    • Wealth Planning: Comprehensive financial plan
    • Investment Strategy: Investment policy statements and asset allocation strategies
    • Client Specific Investments: Evaluating investment projects, monetization strategies, buying or selling a private business
    • Tax Planning: Tax planning services provided through Sygnus Tax Advisory Limited 
    • Fiduciary Advice: Fiduciary or co-fiduciary investment advisor to pension funds and institutional investors

 

Unit 28, 80 LMR

80 Lady Musgrave Road, Kingston 10

Phone : 1 (876) 634-5005

Email : info@sygnuscapital.com

Email : info@sygnustax.com

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