Managed Accounts
We understand how important is for you to get your goals and have time to spend with your beloved ones.
Managed accounts allow you to focus on your family, hobbies and your general time spending while we manage the investment portfolio to help you protect your capital and find profitability.
This product is offered by Bancolombia Capital Advisers LLC
Discretionary and non discretionaryarrow2-down
Discretionary and non discretionary
This is a service where through our Subadvisory Agreement our firm delegates the portfolio management to Fiduciaria Bancolombia and it considers not only the risk profile, but the investment policies tailored at the client convenience, therefore Bancolombia Capital LLC has discretionary over the investment decisions and manages the cash flow of the securities.
A monthly statement is sent to each client with the most important aspects of the portfolio performance and the client can request at any time a virtual or presential visit with a portfolio manager dedicated to its investment.
Pricingarrow2-down
Pricing
Do not hesitate to contact us for more information either through our contact email or advisor. Also, you can browse our current pricing.
Interested in our products?arrow2-down
Interested in our products?
How to open an account with us?
For investing in Managed Accounts you may open your account with us. Get in touch with your advisor so we can guide you through the process.
How to invest?
Our advisor will assist you in this process. Our business hours are from Monday to Friday from 8:00 am to 5:00 pm.
How to cover your transaction?
Remember before placing an order your account must be funded in order to execute it.
Portfolio modelsarrow2-down
Portfolio models
The easiest way to invest your money.
Invest in globally diversified portfolios managed by our experts. Open your account starting at $100,000