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HOW WE INVEST

  • Evaluating investors' profile

    We collect information from the client in order to propose the most suitable portfolio based on the needs, objectives and risk tolerance.

  • Evaluating investors' profile

    We collect information from the client in order to propose the most suitable portfolio based on the needs, objectives and risk tolerance.

  • Defining the suitable
    investment portfolio

    Along with the client’s background, we make a thorough market research in order to propose the most suitable investment portfolios.

  • Defining the suitable
    investment portfolio

    Along with the client’s background, we make a thorough market research in order to propose the most suitable investment portfolios.

  • Constant monitoring

    The portfolio performance along with market conditions are constantly monitored in order to make appropriate changes when needed.

  • Constant monitoring

    The portfolio performance along with market conditions are constantly monitored in order to make appropriate changes when needed.

  • Rebalancing, optimization

    We observe the financial market and make the appropriate rebalancing to your portfolio in order to improve performance.

View the characteristics of our investment models

We believe that best results are achieved when individual needs are taken into account. This is the reason we work with investment models developed for different investment goals, unique investor profiles and various scenarios. Whether you are cautious and limiting risk to the minimum, or adventurous and willing to take more chance in your investments, you will find the perfectly fitting style for yourself within the range of our investment models.

Click on a model to see how you could have earned with a little amount of investment.

The results portrayed for the models from 04/2001 through 10/2019 are hypothetical and based on backtested investment returns of similar indices. Backtested performance information is purely hypothetical and is provided in this document solely for information purposes. Backtested performance does not represent actual performance and should not be interpreted as an indication of actual performance. Any fees and charges are excluded from the calculation. forecast is not a reliable source of performance results.

Instruments we use

Corporate bonds

A corporate bond is a debt instrument that is issued by a company

Government bonds

A government bond is a debt instrument that is issued by a government

Fixed
Income

Type of debt instruments that provide fixed returns e.g. interest payment

Equities

Equity instruments as shares are instruments in which entitles the holder to a company’s assets and earnings.

RISK WARNING

Investing in financial instruments involves a high degree of risk and may not be suitable to all investor. Trading in financial instruments can result in both an increase and decrease in capital. Please refer to our Risk Disclosure available in our web site for further information.

CONTRACT TERMS

For more information about the company's policies when using this website and the contract terms that are used when opening an account with ISEC, please go to CONTRACT TERMS .

Company information, Terms and conditions agreement, Portfolio management addendum, Custody addendum, Risk disclosure and warning, Conflict of interest, Order execution policy, Investor compensation fund, Client categorisation policy, Privacy policy, Commission and charges schedule, Complaints procedure for clients, Terms of use of website