Discretionary Management

Discretionary Management

Advisory Services & Portfolio Management

Intercam Advisors offers personalized discretionary investment management services to its clients. Clients are asked to provide Intercam Advisors with certain information with respect to their current financial holdings, investment objectives, risk tolerance, liquidity needs, and time horizon.

The Firm will also inquire as to the restrictions the client wishes to impose on the management of the accounts. From the information that is supplied by the client, Intercam Advisors constructs an allocation mix and investment strategy that it believes is suitable for that client.

In other words, clients delegate the management of their portfolios to us.

Intercam Advisors

Discretionary Management

Advisory Services & Portfolio Management

Intercam Advisors offers personalized discretionary investment management services to its clients. Clients are asked to provide Intercam Advisors with certain information with respect to their current financial holdings, investment objectives, risk tolerance, liquidity needs, and time horizon.

The Firm will also inquire as to the restrictions the client wishes to impose on the management of the accounts. From the information that is supplied by the client, Intercam Advisors constructs an allocation mix and investment strategy that it believes is suitable for that client.

In other words, clients delegate the management of their portfolios to us.

Intercam Advisors

1221 Brickell Avenue, Suite 200
Miami, Florida
33131 U.S.A.


Talk to us

Miami:         305 3778008
Mexico City: 55 85256291

Toll free numbers

Mexico:       800 681 1857
Buenos Aires, Argentina: 5984 1883

FINRA

 

Intercam

 

 

 

© 2023 Intercam. International Wealth Management