Fixed Mandate Managed Accounts

11 Dr. Roy's Drive, Grand Cayman KY1-1107, Cayman Islands

info@commerceadvisoryservices.com

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If you don’t require a customized discretionary account, we offer a selection of managed products and portfolios designed to align with your unique investment objectives. Each portfolio follows a specific strategy and is expertly managed by our seasoned asset management team in collaboration with our Investment Policy Committee.

Dividend Value Portfolio Strategy

(Minimum Investment: $250,000)

This strategy is designed to deliver superior returns over complete market cycles while safeguarding your portfolio’s purchasing power and principal. It also aims to provide substantial current income through investments in attractively valued, higher-yielding equities.

Key features of this portfolio include:

Focus on US Dollar-Denominated Equities: The portfolio invests exclusively in large-cap equities, with a market capitalization of over $1 billion.
High Dividend Yield: Stocks in this portfolio typically offer dividend yields above the S&P 500 average.
Regular Dividend Payments: Emphasis on companies with consistent cash flows to support ongoing dividend payments.

Typically, this portfolio will hold between 25 to 35 stocks, with adjustments based on prevailing market conditions. Our investment team adopts a long-only approach, selecting higher dividend-paying stocks across major global equity markets, which typically yield 50% or more than the average stock, and exhibit strong dividend growth potential.

Fixed Income Portfolio Strategy

(Minimum Investment: $1,000,000)

Our Fixed Income Portfolio Strategy spans the yield curve and benefits from the expertise of specialists in various sectors and sub-sectors. Each client’s portfolio is tailored to their specific investment needs, taking into account factors such as currency preference, interest rate exposure, sector allocation, and credit quality.

Our disciplined investment process focuses on:

Duration Management: Keeping portfolio duration within a narrow range relative to a benchmark index.
Sector/Sub-Sector Rotation: Utilizing relative value strategies for sector and security selection.
Quantitative Analysis: Rigorous evaluation of each security and the overall portfolio.
Intense Credit Analysis: Thorough credit assessments and ongoing reviews.
Expert Judgment: Leveraging the experience of our portfolio managers.

Equity Growth Portfolio Strategy

(Minimum Investment: $1,000,000)

The Equity Growth Portfolio Strategy is designed to exceed client expectations while carefully managing risk. The primary objective is to achieve growth without exposing your investments to unnecessary risk.

Our approach includes:

Tailored Discretionary Equity Portfolio: We work closely with clients to develop a customized equity portfolio, with specific geographic, sector, and industry mandates that align with your investment goals.
Comprehensive Investment Plan: Each client receives a detailed investment plan that outlines the rationale behind the asset allocation and strategy we have designed.

At Commerce Advisory Services, we are committed to providing expertly managed portfolios that cater to your individual needs, helping you grow and protect your wealth over time.

Why Choose Us?

Choosing Commerce Advisory Services for your Fixed Mandate Managed Accounts means partnering with a team of experienced professionals dedicated to your financial success. We offer expertly managed portfolios tailored to your unique investment objectives, combining personalized strategies with a disciplined investment process. Our global perspective ensures that your investments are positioned to capitalize on opportunities worldwide, while our commitment to transparency keeps you informed every step of the way. Trust us to help you grow, protect, and manage your wealth with confidence.