Our competence has been built with a long time experience in managing private and institutional portfolios. Our Team follows a strict analysis process to select and invest in every single asset.

Discretionary portfolio management and wealth advisory are are governed by a transparent process.

AISM is licensed by the CSSF to provide investment services, primarily the management of portfolios of investments, including those owned by pension funds and institutions for occupational retirement provision, in accordance with mandates given by investors on a discretionary, client-by-client basis.

Our services are composed by three strategies:

Prudent

Intended for customers seeking moderate capital growth, together with profitability, through conservative asset management of a mainly bond nature. The estimate result of this strategy should be evaluated at the end of an investment horizon of at least 3 years.

Dynamic

Aimed at optimized whose volatility of periodic performance is comparable to an internationally diversified portfolio, including bond and equity investments, aiming for an absolute performance positive. The estimate of the result of this strategy is to be evaluated at the end of the investment Horizon of at least 5 year.

Aggressive

Generate a high performance of portfolio within a time horizon of at least five years. The investor is willing to accept the risk in relation to capital growth. Investments in shares may be the main component of the portfolio.

The research and selection of funds or managers takes place through a sophisticated process of analysis and control of risks and returns.

Benefiting from a long experience and a quantitative mathematical approach, our team has developed a high capacity to analyse and control the risk of the Funds universe, whether we are talking about classical or alternative instruments.

Basing ourselves on our professional skills, we have created our analysis system that allows not only to monitor individual assets, but also to aggregate them into efficient portfolios.

Terms and Conditions

The website accessible at www.aism.lu is for information purpose only. Nothing contained herein constitutes or shall be deemed to constitute a financial, legal, tax or other advice of any kind and no information on the Website shall constitute or deem to constitute a solicitation or an offer to purchase or invest in, any financial products which are referred to on the Website.

If, in spite of the above, you were to take or consider taking an investment decision based on the information contained on the Website, then you expressly acknowledge and/or agree: that you must be, as the case may be, an investor who is legally or otherwise duly authorised to seek information about the funds referred to or described on the Website; that no investment decision shall be made solely on the basis of the information provided on the Website; that investment in any of the funds referred to on the Website can only be made after careful review, as the case may be with the assistance of its financial advisor, of the corresponding funds' or sub-funds' relevant documentation; that careful attention should, in particular, be given to, as the case may be, the articles of incorporation or management regulations, detailed prospectus or key investor information document, latest available annual and semi-annual reports, as applicable, and of the specific risks exposed in such documents; and that all investments involve risks and that it is your responsibility to collect relevant information about the risks inherent to any investment; that the value of investments and the income from them may go down as well as up and that you may not get back the amount originally invested, and that past performance is not a guide to future performance, hence that any past performance figures shown are not indicative of future performance.

Through this Site, Alpha Investor Services Management  will not collect any personal data about you (e.g. your name, address, telephone number or email address) unless you voluntary choose to provide us with this information (e.g. by registration, survey or some other means), provide your consent, or unless otherwise permitted by applicable laws and regulations for the protection of your personal data. The investment funds mentioned in the Website are not available to US persons unless otherwise indicated in their constitutional documents. Reasonable care has been taken to ensure that the information contained on this Website is accurate at the date of publication. However, no representation or warranty, express or implied, is made to its accuracy or completeness.

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