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Our Services

Individual Portfolio Management

Professional asset management tailored to your goals, risk profile and investment horizon.

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Individual portfolio management is for clients who want expert, disciplined and transparent management of their financial assets, with a strategy built around their specific goals.

Our investment team takes care of day-to-day market monitoring, investment decisions and portfolio management. You keep a clear view of the strategy, the portfolio structure and the results achieved.

Process

How Does the Service Work?

The service follows a clear, structured process.

  1. 1

    Goal Analysis

    We analyze the client's investment goals and financial profile.

  2. 2

    Risk Level

    We determine the appropriate level of risk.

  3. 3

    Strategy and Allocation

    We define the investment strategy and asset allocation.

  4. 4

    Management

    We continuously monitor the market and manage the portfolio.

  5. 5

    Reporting

    We report regularly on the portfolio's performance and structure.

Acting on the client's authorization, the Company makes investment decisions within a predefined strategy. We continuously monitor risk, market developments and the client's interests.

Benefits

Why Individual Portfolio Management?

  • A fully tailored investment strategy

  • Professional management by an experienced investment team

  • Diversification across asset classes

  • Active monitoring of market opportunities and risks

  • Transparent, regular reporting

  • A long-term approach to preserving and growing capital

Clients

Who Is the Service For?

The service is for investors who want their financial assets managed professionally but lack the time or specialist knowledge to make investment decisions themselves.

It is particularly suitable for:

  • Private investors with substantial financial assets

  • Entrepreneurs and business owners

  • Institutional investors

  • Foundations and other legal entities seeking professional asset management

Strategies

Investment Strategies by Client Profile

Overview of Investment Strategies
Portfolio Focus Investor Profile
Capital Preservation Portfolio Stability and asset protection Conservative investors
Balanced Portfolio Balance between return and risk Investors with moderate risk tolerance
Growth Portfolio Long-term growth in value Investors willing to take higher risk
Dynamic Portfolio Flexibly capturing market opportunities Investors with high risk tolerance
01

Capital Preservation Portfolio

Focus on stability and asset protection

The Capital Preservation Portfolio is for investors whose priority is preserving the value of their assets with limited exposure to market swings.

The strategy invests mainly in high-quality debt instruments, money market instruments and other lower-risk investments. The goal is steady growth in asset value at controlled risk, rather than high returns.

Investor Profile

  • Conservative approach to investing
  • Investment horizon of at least 2 years
  • Focus on capital protection and stability
02

Balanced Portfolio

A balance between growth and stability

The Balanced Portfolio combines fixed-income instruments with investments aimed at capital gains, balancing potential return against an acceptable level of risk.

Through active allocation across asset classes, it aims for long-term growth in portfolio value with lower volatility than equity-heavy portfolios.

Investor Profile

  • Moderate attitude toward risk
  • Medium- to long-term investment horizon
  • Goal: preserving and gradually growing capital
03

Growth Portfolio

Long-term growth in asset value

The Growth Portfolio is for investors seeking higher return potential through greater exposure to instruments with higher market risk.

The strategy targets long-term capital growth through diversified investments in domestic and international markets. Short-term swings in portfolio value are an expected part of the investment strategy.

Investor Profile

  • Willingness to accept a higher level of risk
  • Long-term investment horizon
  • Focus on capital growth
04

Dynamic Portfolio

Maximum flexibility in capturing market opportunities

The Dynamic Portfolio is for investors with a high risk tolerance who want active management and the ability to adapt quickly to market changes.

Depending on market conditions, a significant share of assets may be allocated to investments with higher return potential. The strategy allows greater flexibility in portfolio management and aims for above-average results over the long term.

Investor Profile

  • High risk tolerance
  • Long-term investment horizon
  • Focus on achieving higher returns

Tailor-Made

Customized Investment Solutions

Beyond our standard investment approaches, the Company can create fully individualized solutions to meet a client's specific requirements, including:

  • Preferences for particular markets or sectors
  • Restrictions on the choice of investment instruments
  • Defined return and risk management targets
  • Specific needs of individuals or legal entities

Choosing a Strategy

How Do We Choose a Strategy?

Before signing an agreement, we assess the client's knowledge, experience, financial situation, investment goals and willingness to take risk. Based on this assessment, we define the strategy that best fits the client's profile.

Our Investment Approach

Our approach combines detailed market analysis, careful risk assessment and the selection of investment instruments that match the client's profile.

The goal is to build a portfolio that supports long-term capital preservation and growth, with regular adjustments as markets change.

Contact Us

Schedule a Consultation

If you would like to learn more about individual portfolio management and the opportunities to work with us, contact our team for detailed information and help choosing a strategy that fits your goals.

+381 11 307 00 00 office@starfinance.rs

Contact

Start Your Investment Journey

Unlock new investment opportunities: contact our team today.

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