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Entrust investment management to experts

Managing investments requires specific attention and expertise to ensure the growth and protection of your assets.

At SFM, we understand the importance of entrusting this task to dedicated specialists, capable of navigating the complexities of the markets while respecting your personal investment objectives and criteria.

We offer two different approaches to investment management:

– discretionary management
– advisory management

Whether you opt for discretionary or advisory management, our commitment remains the same: to offer you a transparent, ethical and personalized service.

Gestionnaire d'investissement

Advisory management: working together for your financial success.

For those who wish to remain at the heart of investment decisions while benefiting from expert advice, our advisory management service is the ideal option. This collaborative approach allows you to work hand-in-hand with our specialists to develop and refine your investment strategy.

With advisory management, you have access to professional expertise and personalized recommendations based on an in-depth analysis of the market and your portfolio. Together, we examine investment options, assess risks and opportunities, and make informed decisions that match your objectives and risk profile.

Discretionary management: your strategy, our responsibility.

Our discretionary management service is designed for those who prefer to entrust the day-to-day management of their investments to experts, while retaining control over their overall strategy. By opting for discretionary management, you benefit from the expertise of our specialists who will invest on your behalf, always in strict compliance with your objectives, investment horizon and risk tolerance.

We work with you to develop a personalized investor profile that helps us understand your expectations and define a strategy that’s right for you. Our portfolio managers then use this strategic focus as a guide to select the best investment opportunities, based on a rigorous analysis of the markets and economic outlook.

An expert is waiting for you

As part of our support package, you will be assigned an expert specialized in investment management, who will be at your service throughout your projects.

Make an appointment today to better manage your investments.