Portfolio management
Personalized guidance across listed equities and digital assets. Your funds remain in your own account or wallet while we help construct, monitor and adapt the portfolio.
Your mandate at a glance
Funds stay in your brokerage account or wallet.
Allocation begins with your goals and tolerance.
Listed equities, ETFs and selected digital assets.
Track positions, transactions and progress.
average client results for the last year
A normalized example showing how a successful portfolio-management year has been developed, including ordinary pullbacks along the way
2 Jan–1 Sep 2026
Client's Portfolio
Benchmark
Portfolio's excess return
Normalized to 100 on 2 Jan 2026
Index level
Important: This chart contains real trading results based on the average client's trading history. It represents actual client returns or a promise of future performance. Portfolios very depending on the client's risk level, here however a standard portfolio with most common assets is presented, mostly conservative like blue chips on US market, excluding any derivatives or high beta assets. More risky portfolios have more upside according to the chosen strategy, which can be provided by our managers.
Our approach
We combine portfolio construction with practical execution guidance. The process stays collaborative: every allocation is explained and approved before capital is committed.
01
We establish objectives, time horizon, liquidity needs, preferred instruments and acceptable drawdown.
02
We propose a diversified allocation across suitable listed securities and selected digital assets for your approval.
03
We provide entry, DCA and exit guidance while you monitor positions, transactions and progress in your profile.
How it works
A clear four-stage workflow keeps portfolio decisions transparent while preserving the client-controlled model.
01
We document the mandate and technical setup.
02
You review the allocation and instrument selection.
03
Assets are purchased in your account or wallet.
04
Positions are tracked, adjusted and closed when appropriate.
Commission structure
The fee rate is agreed before work begins and depends on the mandate, starting capital, risk profile and selected asset classes. Exchange and third-party costs remain the client's responsibility.
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A management commission is charged only after a position is closed and a profit is realized.
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The fee is based on the total portfolio result rather than isolated winning positions.
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After a loss, no additional success fee is charged until the previous profit level is restored.
Start with a focused conversation about capital, goals, preferred markets and acceptable risk.