Services
   
 
   
 
   
 
   
 
 
  Asset Management  
     
  Discretionary Management  
 
─The discretionary management by T B I Invest is an ideal product for an investor, who:
  •     ... wishes to maximize his investment opportunities and the return from his investments
  •    ... prefers management with risk, consistent with their individual investment objectives
  •    ... seeks professional management for his financial resources
 
 
  Our Investment Approach  
 
On the basis of a personal conversation, we draw up your Investment Profile«, which becomes an integral part of the contract between you and T B I Invest. The investment profile accounts for such aspects as sought return, term of the investment, tax aspects, risk tolerance, etc. On the basis of the Investment Profile« we design for you personal investment strategy and "strategic" portfolio.
 
     
 
The portfolio managers from T B I Invest follow the movement of your assets prices and make changes in the portfolio, where this is necessary, in order to maximize the return on your investment. We regularly inform you of the introduced changes with reasoning for them and development expectations.
 
     
  What makes us different?  
 
  • Individual approach - we seek to identify and satisfy your investment objectives
  • Volume of the managed assets - we are part of the group, which manages the largest investment portfolios in Bulgaria
  • Access to a wide range of investment instruments - government securities, external debt, municipal debt, corporate bonds, shares, real estate, currency
  • Modern methodology of investments management, which minimizes the risk, while preserving the potential for high rate of return.