Our Non-Discretionary Portfolio Management Services provide clients with the benefit of our deep research insights and market expertise while allowing them to retain full control over every investment decision. Under this mandate, we offer carefully considered recommendations grounded in our investment philosophy, comprehensive analysis, and ongoing monitoring of market developments. Execution rests solely with the client, while we ensure that each suggestion is timely, well-informed, and aligned with their financial objectives and risk profile. This service is designed for clients who value professional guidance but prefer an active role in shaping their portfolios, supported by clarity, discipline, and transparent communication.