Investment Advisory Service
Each client is assigned to one of our brokers, who will become your direct contact to help with your
trading and investing needs. As a Certified Securities Representative duly licensed by the
Exchange Commission, your dedicated broker sits directly on the stock exchange trading floor and can
advise on current market movements, investment strategies and stock recommendations.This is a more
traditional brokerage service, with trade orders usually placed over the telephone. For
please contact our Investor Services on +632 628 0000 or send an email to
For clients requiring a more active investment approach from their dedicated broker, a discretionary
account allows the broker to trade on your behalf, managing your investments through a balanced
asset allocation, appropriate risk management and a critical stock selection.
for an indicative fee structure.
Our affiliated company Philequity Management, Inc. is the investment manager and
of the Philequity Fund, Inc., the Philippines' best performing equity mutual fund. It has been
the Investment Company Association of the Philippines as the best performing equity fund in the 5-year
and 10-year categories for the third straight year.
to read more about Philequity Management, Inc.