Investment Management

We take care of the day-to-day investment management and keep a close watch on the markets

Tailored to Your Specific Needs

Made-to-measure discretionary investment portfolios is what Syracuse Group specializes in.

After taking all your aims and objectives into account and understanding your personal circumstances and values, we create a customized portfolio specifically for you.

Here at Syracuse Group, we tailor the level of risk that you feel is acceptable and, based on your growth, income or balance requirements, we assign the right allocation of assets.

Each portfolio consists of a wide range of holdings that are carefully selected using our in-house research methods, technical, fundamental and seasonal data points.

Risk Management at Syracuse Group

Risk is a part of life that none of us can completely avoid. What we can do is put in place measures to offset potential risks and to ensure that customers are protected from market downturns and other potentially harmful events.

Risk management is a key focus with Syracuse Group. We have internal risk management tools in place to help guide our clients' investments as we continually assess risk to optimize returns and protect existing wealth.

You Set the Goal

You appreciate the value of personalized investment management. Your time is precious, and you want to make sure your investments are well taken care of every day.

Syracuse Groups customized discretionary investment portfolios are the right, individualized solution for you, whatever your specific personal needs, financial objectives, and level of risk acceptance, the portfolio is designed to fit you.

Your dedicated portfolio manager will ensure that your strategy is implemented precisely in line with your specifications and will keep you up-to-date on progress on a regular basis. Syracuse then actively manages your holdings, providing you with the benefits of a proven, structured investment approach and supporting the expertise and capabilities of a world-class financial services provider.

How this benefits you working with Syracuse Group
  • Customized to your risk tolerance and individual requirements
  • Ability to time or outperform the market
  • We take care of the day-to-day investment management and keep a close watch on the markets.
  • Your goals and objectives, needs and desires will change over time, and your portfolio has the versatility to be easily changed to accommodate these changes.
  • Professional analysis
  • Ability to protect your portfolio in down times

Market Summary