Brokerage
Brokerage and Advisory service. Or choose our Discretionary Management service; a Portfolio Manager will take care of the day-to-day investment decisions and manage your portfolio according to your preferences
Brokerage
Whether you’re investing for retirement, for a big purchase, or a rainy day, navigating the markets and choosing from among the thousands of securities out there can be daunting We believe that investing for yourself shouldn’t mean having to invest by yourself. So, when you become a full-service brokerage client, you get personalised advice on investment selection and portfolio construction from a professional adviser—a real person—based right here in our community (Bermuda and Cayman only). However, you are still in charge when it comes to how much to invest, in what, and when. Just say the word, and our trading desk will execute your trades for you, always at competitive rates.
Full-service brokerage clients enjoy:
- Tailored investment advice
- Access to market research and commentary from Secure Standard International’s expert team
- Access to local and international equity, fixed income, and options markets, plus proprietary and third-party mutual funds
- Comprehensive, easy-to-understand reporting and statements
