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Investment Management

Portfolio Management Services (PMS)

Professionally managed, flexible, and personalized investment portfolios—designed to align with your financial goals and preferences.

What is PMS?

PMS is a tailored investment service where your portfolio is individually managed by professional money managers. You maintain ownership of the securities while enjoying the benefit of expert oversight. It offers the flexibility to align with your personal preferences, risk appetite, and goals.

  • • Personalized Portfolio: Each client’s portfolio is customized.
  • • Active Monitoring: Managers make timely decisions on your behalf.
  • • Flexibility: Switch between equity, debt, or liquid funds easily.
  • • Transparency: Full visibility of transactions and performance.
  • • Ownership: Assets remain in your name and account.
PMS Illustration

Key Benefits of PMS

Dedicated Portfolio

Each portfolio is aligned with your investment goals and risk profile.

Swift Decision Making

Let experts handle market decisions without your constant involvement.

Transparency & Control

View real-time portfolio reports and maintain full account control.

Start Your Tailored Investment Journey

Reach your financial goals with a portfolio manager who puts you first. Get expert advice, active management, and full control over your investments.

Get Started Today

We Are Fiduciaries

At Aeonvaults, your goals come first. We act in your best interest, always. Transparent fees, no commissions, and no hidden agendas. We only earn from assets under management, aligning our success with yours.

Our Investment Philosophy

We believe every investment is an active decision. Since 1987, we’ve refined our approach: build portfolios from your financial plan, do our own research, and know what we own. We avoid outsourcing, keeping fees low and understanding high.

We take full responsibility for each decision we make. You’ll always know why a position exists, the risks behind it, and how it supports your goals.

Active Management

Each investment choice is intentional and driven by your unique plan.

Transparent Fees

No referral bonuses or commissions — just clarity and fairness.

Independent Research

We do the research ourselves — no outsourcing, no added fees.