Our gold standard service offering
Trust our highly professional managers
This type of arrangement will typically be suited to a client who either does not possess the necessary expertise or simply doesn’t have the time required to effectively and profitably manage the day-to-day administration of his or her portfolio.
Discretionary management enables such individuals to grant a type of limited power of attorney over the decision-making of their investment portfolios to a suitably qualified advisor like the professional portfolio managers at PH Hession Enterprise.
Observing your boundaries
The arrangement empowers us to purchase or sell assets on the account without needing to secure client authorization provided, of course, the transactions respect the boundaries set down within the Risk Limitation Policy.
Risk Limitation Policy
Before you entrust the day-to-day handling of your portfolio to a manager, you will want assurances that your money will not be exposed to levels of risk that you’re uncomfortable with. PH Hession Enterprise offers the peace of mind you need in the form of our Risk Limitation Policy. This agreement imposes mutually-agreed restrictions on:
- The assets/securities we can purchase and include in the portfolio
- The percentage that any single type of asset can represent within the portfolio
- The risk rating of any asset or security we can purchase and include in the portfolio
These parameters exist to protect your capital ensuring we are duty-bound to avoid exposing your capital to unacceptable risk. PH Hession Enterprise is here to enhance your wealth and an important part of that remit is to make sure that you’re able to sleep soundly at night.
