Trust asset management in AJD is a reasonable organization of the personal capital management process.

We strive to ensure that our clients do not miss the good opportunities that appear with an enviable frequency on the EU and American markets.

Perhaps the best conditions

We offer the service of individual trust management of securities to wealthy clients, each of whom has a personal manager - a certified specialist with at least 5 years of experience in the stock market. Before starting work, each client of IC AJD discusses with the trustee an individual strategy that takes into account personal wishes and attitude to risk. The main provisions on the strategy are recorded in the Investment Declaration - a document that is an annex to the Securities Trust Management Agreement.

Verified assistant

We will be happy to become a reliable trustee in creating your investment strategy or personal financial plan, as well as provide detailed advice on any financial issues. The company's specialists have appropriate qualification certificates.

An approach

The investment ideology of our company is to strive for a moderate market return, hedge a number of risks and participate in natural market growth. A small share of assets (from 1 to 5%), as agreed with the client, is invested in high-risk financial instruments.

Diversification

We follow a clear diversification of the portfolio: for all clients, a limit policy is provided for the instrument (no more than 10-20%) and the industry (no more than 20-30% for one sector of the economy). Specific conditions and risk management policy are fixed in the investment declaration individually with each client

Transparency and control

Every day you read the portfolio reports and know the exact value of your assets. You are aware of all the transactions, as well as the plans of your trustee. Both a legal entity and an individual can transfer their investment capital into trust management.