Portfolio Management

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One of the services FIMA Securities offers is portfolio management. In addition to making investment decisions by educated professionals, the goal of this service is to achieve yields that will outdo the yield of classic savings, while respecting the principles of diversification, liquidity and transparency, rational cost management, currency risk management etc. We strive to keep pace with world trends and create new portfolio types and management strategies.

We invest your assets in compliance with the modern portfolio management principles, on the Croatian capital market and/or some of the world markets. We analyze the market trends and evaluate the need for portfolio adjustment based on global and regional macroeconomic impacts on a daily basis. We report regularly to you on the status of the portfolio in accordance with the legal provisions and your individual request.

We particularly emphasize that all the currently available portfolio types the Company offers are related to equity investments that bear risks such as: market risk, liquidity risk, business risk, exchange rate risk, political risk, financial risk, systematic and social risks, etc.

For all other trading information please contact one of our brokers using the form below.

Contact our broker

Our team of professionals is ready to be at your disposal at any time and to provide you with an answer to the questions about FIMA Securities’ investment services. For more information, please enter your contact details and our Broker or Investment Advisor will contact you.

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