Portfolio Management

At Aton we have our dedicated portfolio managers who help our potential clients with their investments plans

The Portfolio Manager's job is to develop the right mix of investments to maximize investor’s gains taking into consideration the risk tolerance of the investor, the risk and return potential of the investments and the investor’s short­ and long­term goals for the investment portfolio. Portfolio Managers also need to consider their own firm’s investment policies or corporate investment strategies when advising clients. Like many financial and investment advisory roles, the Portfolio Manager must have superior relationship management skills in order to deal with clients effectively, combined with excellent knowledge of the markets and investment products.

Portfolio Management process

The procedure is as follows:

1. Create a Policy Statement
2. Develop an Investment Strategy
3. Implement the Plan
4. Monitor and Update the Plan