Customized Asset Allocation
Meinl Bank puts great store by ensuring that each and every client receives exactly what he wants.
Let us assume for a moment that Meinl Bank has sparked your interest and you wish to take advantage of our services. The first step is for us to sit down together with you and define your investment goals. Your expectations, your objectives and your willingness to take risks set the parameters that guide our subsequent action.
The next step is to stabilize your income at the level you desire. This is done by diversifying into various investment categories, each as independent of the other as possible.
In implementing your investment plan we utilize primarily investment funds and various direct investments. An important criterion in our selection is that the products we choose exceed the target groups and benchmarks specific to your sector. We establish timeframes for the over and underweighting of various industries or economic regions to enhance the efficiency of this portfolio approach.