Customized Portfolio Management

 

Set the objectives, strategies and guidelines and let BDO's investment managers manage your funds for you. Ideal for busy people with limited time to manage their investments daily. Minimum investment is P1,000,000. 

An Investment Management Account is an arrangement wherein BDO Trust acting as an Investment Manager (Agent) is authorized to manage the funds of individuals (natural persons) according to the investment objectives, strategies and guidelines set by the Client (Principal) and BDO Trust acting as Investment Manager (Agent).

BDO offers three Investment Management Accounts:

  1. Investment Management Account (Peso) 
  2. Long Term Investment Management Account (Peso)
  3. Dollar Investment Management Account