Self-knowledge is one of the most important aspects in successful private portfolio management. Dukre helps to determine with every client their specific financial needs and objectives, setup reasonable performance expectations with pre-defined risk tolerance levels.

Main factors in our approach to private investors include investment personality, objective, time horizon and client financial resources. Together with the client we develop a tailor-made investment plan, based on global asset allocation.

Asset allocations take into account different asset classes: stocks, bonds, currencies, commodities and cash.

Our selected portfolios adapt to various risk/return profiles depending on the client preferences. This includes the conservative, balanced and growth portfolios. Our portfolios benefit from our expertise in financial markets, constant monitoring and dynamic rebalancing of different asset classes. 

Benefits of Diversification (pdf)

Recommended Portfolios (pdf)