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Discretionary Accounts
With our discretionary portfolio management service our clients set the direction and goals, while a private advisor and the portfolio managers ensure proper execution of the strategy.
A private advisor helps our clients develop a customized investment strategy. The strategy is based on these considerations:
- Financial goals
- Ability and willingness to take risks
- Investment horizon
- Reference currency
Ongoing contact with a private advisor and access to the selected portfolio manager ensures that the investment strategy remains consistent with client needs, goals and aspirations.
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Copyright © 1997 - 2012 CREDIT SUISSE GROUP AG and/or its affiliates. All rights reserved.
© 2008 - 2010 Credit Suisse Private Advisors AG, Member FINRA, SIPC. Accounts carried through National Financial Services LLC, Member NYSE, SIPC, 200 Liberty Street, NY4F, New York, NY 10281. The information contained herein is neither an offer to sell nor a solicitation of an offer to buy and no offers or sales will be made in jurisdictions in which the offer and sale of these investments are not permitted or otherwise exempt from regulation. Please read our important client disclosures for more information.