Asset Management

SOBORA Capital provides asset management services and advisory on a non-discretionary basis for individuals, corporations, governments, endowments, pensions, funds, educational institutions, and more. Each client has a unique and distinctive investment objective; therefore, an investment policy statement must include customized portfolio restrictions and/or limitations as well as investment goals. We can analyze your current portfolio and provide you with diversification strategies to spread portfolio risk and obtain desirable returns depending on the level of volatility. Other asset management services include:

  • Asset Allocation Strategies

  • Quarterly Performance Report

  • Plan design and monitoring

  • Creation of Investment Policy Statement

  • Rebalancing of Portfolio