Discretionary management

Discretionary management

Our expertise and philosophy has evolved over several family generations servicing clients as an intermediary between the market and the client as a stockbroker.

Your decision, our expertise

Our investment committee is led by Marc Stevens. The investment strategy is purely based on "value investing".

Based on your expertise and a risk assessment we draw up a personal investment profile. Our investment managers expertly create customized portfolios across all traditional asset classes. As we develop your investment strategy and manage your portfolio, we keep your entire financial picture in sight.

Furthermore, you benefit from the personalized independent service and discipline that defines how we operate.

Please have a look at our past and current cumulated performances:

SDM Performances

Contact us for more information.