ISEC Wealth Management
Questions & Answers

It depends on many aspects, you cant expect super high returns, it is all about balancing between risks and returns...

When I first referred to them, my main goal was to preserve capital and at the same time to have steady growth. WHile consulting with portfolio managers, we discussed the limits, like what kind of drawdowns I would tolerate, my preference and etc... then, the managers came up with different plans... I chose the most robust one, it was recommnded by them too. So, the year 2025 was net positive, my portfolio ended up 23%... not super high, but most important it gew quite substantially.It was good, taking into accout stock market swings, and Trump tariff uncertaintty... beat inflation for sure