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Portfolio management

FIMA Securities offers the service of securities and other financial assets portfolio management. In cooperation with our team of professionals, comprised of licensed investment advisors and experienced analytics, we offer you individualized approach to identifying your investment goals and your risk tolerance in order to create the optimal investment strategy.

We are investing your assets based the modern characteristics of portfolio management, on the Croatian capital market and/or one of the regional markets where we obtained legal rights and fulfilled all necessary preconditions for trading. Additionally, we analyse and follow movements on the capital market. Furthermore we evaluate needs for portfolio relocation based on global and regional macro-economical influences, market trends or your investment needs.

We ensured the conditions for daily overview of allocation of your portfolio, as well as for regular, thorough and transparent reporting on all changes in your portfolio, in accordance with legal provisions, but also at your individual requests.

You can find all necessary information on our branch offices in Croatia, and contact them about all pertinent details.

If you would like to be contacted by our portfolio manager, please fill in the form below and press submit.

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