Providing you with personalized wealth management solutions from experienced and trusted professionals to help you live a life free from financial stress.
With a minimum of 5 million pesos, you can have your portfolio managed by professionals.
At ATRAM Wealth, we go beyond advisory.
ATRAM Wealth is a business of ATRAM Trust Corporation, that provides professional Wealth Management services. If you are an investor who has built a sufficiently sized amount for investing and would like to preserve or continue to grow your wealth while managing the risks, ATRAM Wealth can do that for you.
Wealth management services
Investors can benefit from the independent, researched and analyzed decisions of experienced portfolio managers who actively watch, move and anticipate market movements in order to achieve the medium to long term goals of investors.
Growing your wealth
Preparing for retirement
Preparing to preserve and transfer your wealth to the next generation
Preparing for further education of your children
Receiving regular income from your investments
Making your investments perform positively more consistently through a risk-managed approach
Together with your Wealth Manager, we will:
Portfolio Offerings
With a wide range of both local and global funds, we provide portfolios that would best fit the investor’s financial goals and risk tolerance.
If you are looking to preserve capital and invest in more conservative funds, our Fixed Income Portfolio is here for you.
If you are looking to gain access to global and local equity and fixed income funds for potentially higher growth, our Global Multi-Asset Portfolios could be the solution you need.
While others can simply provide advice on how to manage investments, we go beyond advisory.
At ATRAM Wealth, trust that the strategy we design has your intentions and your life in mind. #TakeOnTomorrow with us!
For other inquiries related to investing, you may proceed to https://atram.com.ph/about-us/contact
