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Asset Management - EAM Platform

Stock trading services
Full discretionary service:
We independently manage your assets
based on the investment profile you have
agreed to in advance. At our company,
we offer a high-quality EAM portfolio
management service that you should be aware
of. Our investment approach is unique
because we use put options to hedge
risk every time we invest in stocks or
index futures (please refer to our training
courses for more details)
  • ·Client opens an account with the securities firm
  • ·The client signed an asset management agreement with Ancient Asset Management Company, authorizing the investment manager to carry out investment activities and manage the account
  • ·The securities company signs an external asset management service agreement with the investment manager
  1. ·Provide asset management services to customers.
  2. ·Ancient has been registered as an investment adviser and the SFC intends to provide investment and asset management services for discretionary and discretionary entrusted funds.
  3. ·Has been registered as an investment adviser in the SFC, providing investment and asset management to authorized or non-authorized accounts.
  4. ·The old investment manager will set up an investment policy based on the customer's return and risk orientation.
  5. ·According to the relevant investment policy (Investment policy), the ancient will be for the customer asset allocation, the establishment of a portfolio.
  6. ·Ancient times will regularly monitor the performance of the portfolio and make the
    appropriate allocation of assets and report to the customer.