Managing Your Wealth Strategically
Tailored to Your Needs
Investment Strategy & Asset Allocation
Sumus Capital asset strategies include:
> Strategic Asset Allocation: a proportional combination of asset classes that will provide the optimal balance between expected return and risk for your long-term investment.
> Tactical Asset Allocation: Sumus Capital also engages in short-term and tactical deviations from the initial asset mix capitalizing investment opportunities. To add flexibility and market timing components to your portfolio, you get to participate in changing economic or financial conditions for specific asset classes.
Sumus Capital pledges highly qualified financial experts committed to our private clients and banks advise.
Our recommendations regarding your portfolio include sources from financial planners to bankers and brokers, providing you with the investment advice that is specific and tailored to your financial situation and short- and long-term financial goals.