What We Do

Discretionary Portfolio Management to Managed Accounts

 

PAM offers discretionary portfolio management services to professional clients, with a strong emphasis on meeting our clients’ needs. As a result, PAM manages a wide range of investment accounts with differing risk profiles and return characteristics.

A close working relationship between the client and PAM is a key factor to the success of such a service. PAM is open to periodic reviews of the investment account strategy, objective and performance as requested by clients. These reviews are an important part of the investment process as they guide PAM to accurately manage clients’ investments in accordance to their evolving needs and wishes.