Multiple Analysis portfolio and consolidation

At your request, 2PM portfolio management team will gladly analyze your other portfolios and give you an objective opinion (asset allocation versus targeted return, review of the quality of the securities, performance, volatility and correlation analysis).

A clear picture of your financial situation helps to identify the underlying risks you could be facing.  Therefore, our portfolio management team can consolidate your other portfolios and non-financial assets in order to provide you one global reporting of your wealth.