A Structured Portfolio Format for Eligible High-Value Investors
Portfolio Management Services, commonly known as PMS, provide eligible investors access to professionally managed portfolios of securities through registered Portfolio Managers.
Unlike pooled investment structures, PMS generally maintains investor-specific portfolios and provides detailed visibility into securities held in the investor's account, subject to the structure of the selected PMS offering.
Honeybee Finserve facilitates access to eligible PMS offerings and helps investors understand the investment philosophy, portfolio structure, risk factors, fee structure, performance disclosures and applicable documentation.
Understanding PMS
A PMS portfolio may invest across permitted securities depending on its investment mandate.
Securities are managed for the individual investor according to the selected PMS structure.
Registered Portfolio Managers implement the selected investment strategy.
Investors generally receive detailed information regarding holdings, transactions and portfolio performance.
Each PMS strategy operates according to a stated investment approach.
Portfolio holdings may be changed in response to company fundamentals, valuations, market conditions and the Portfolio Manager's investment process.
Investors receive periodic reports as prescribed under applicable requirements.
Monday–Saturday, 9:30 AM–6:30 PM
Sunday: By Appointment
