ALTERNATIVE FUNDS

MANAGED ACCOUNTS

MARKET ADVISORY

Managed Accounts

Experience the perfect blend of agility and personalization with our Managed Accounts platform designed to meet the demands of modern investors - ensuring complete transparency, control, and flexibility throughout your investment journey.

Designed exclusively for high-net worth investors with portfolios exceeding minimum commitment, our service unlocks unique market opportunities while ensuring uncompromising regulatory excellence and unwavering protection of your interests.

Schedule a Consultation

A. Tailored Portfolios

For investors seeking an exclusive, highly personalized investment experience, our Platinum Series delivers bespoke portfolio strategies crafted to align with the most refined and complex investment goals.

01

Comprehensive
Onboarding &
In-Depth
Consultation

02

Customized
Portfolio
Construction

03

Seamless Capital
Deployment

04

Real-Time Monitoring
& Performance
Optimization

05

Transparent
Reporting &
Ongoing Client
Engagement

We craft portfolios that mirror your unique exposures, designed with your individual needs, constraints, and ambitions in mind.

Exclusively available to investors with a minimum commitment.

For more information: DOWNLOAD BROCHURE

Quality Assurance and Commitment

Rigorous Regulatory Compliance & Certifications

Advanced Security & Data Protection

Law on Data protection BiH (Aligned with
GDPR as accession to EU trajectory requires)

Client Portal & Proactive Communication

Live Data Feed: Real-time performance metrics, asset allocation, and
market insights via an interactive dashboard.
Centralized Communication: A platform for ongoing updates,
scheduled meetings, and personalized consultations.

Expertise & Integrated Market Knowledge

CFA Institute’s Code of Ethics
CFA Institute’s Standards of Professional
Conduct

B. 3S Prestructured Strategies

Our 3S ready-prepared Strategies provide a range of expertly designed, diversified portfolios. These ready-made solutions are engineered to capture market opportunities swiftly while delivering consistent long-term value, all delivered through a clear, client-first service experience.

Strategy No 1

Conservative Strategy
Capital Preservation and Steady Income

for risk-averse investors
approximately 5–10 years
low-risk asset allocation
focus on income stability
emphasis on blue-chip, market-listed assets

Strategy No 2

Balanced Strategy
Balanced Growth & Income

for investors seeking moderate growth
approximately 5–10 years
balanced asset mix
moderate growth potential
diversification across global markets

Strategy No 3

Dynamic Strategy
Capital Growth

for investors with a higher risk tolerance
typically 5–10+ years
high-growth potential
aggressive allocation for maximum returns
innovative and emerging market sectors

These ready-made solutions are engineered to capture market opportunities swiftly while delivering consistent long-term value, all delivered through a clear, client-first service experience.

01

Personalized
Consultation &
Profiling

02

Investment
Policy
Statement &
Agreement

03

Strategy Selection &
Customization

04

Execution & Global
Asset Allocation

05

Continuous
Monitoring &
Proactive
Rebalancing

Designed for investors seeking ready-to perform portfolio models.

For more information: DOWNLOAD BROCHURE

Managed Accounts

A. Tailored Portfolios

01

02

03

04

05

Quality Assurance and Commitment