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NorzPatrimonia » INDIVIDUALS FINANCIAL ASSETS

We advise our individual customers on their financial investments and make personalised recommendations according their risk profile and interests. Recommendations are made on equities and fixed income as well as mutual funds worldwide.

PORTFOLIO PROFILES:

ASSESSMENT MODEL

EQUITY PORTFOLIO

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  • 100% Variable Income

  • 0% Fixed Income

Minimum investment period: At least 5 years

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HIGH GROWTH PORTFOLIO

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  • 75% Variable Income

  • 25% Fixed Income

Minimum investment period: At least 5 years

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GROWTH PORTFOLIO

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  • 50% Variable Income

  • 50% Fixed Income

Minimum investment period: At least 4 years

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BALANCED PORTFOLIO

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  • 35% Variable Income

  • 65% Fixed Income

Minimum investment period: At least 3 years

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CONSERVATIVE PORTFOLIO

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  • 15% Variable Income

  • 85% Fixed Income

Minimum investment period: At least 2 years

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FIXED INCOME PORTFOLIO

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  • 0% Variable Income

  • 100% Fixed Income

Minimum investment period: At least 1 years

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