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How to manage your portfolio

Managing a portfolio is not something that we do “approximatively”. To avoid unpleasant surprises, it is first useful to know ourselves and then know where we are headed. Subsequently, we can think strategically.

Read this French article on Cyberpresse…


  • Claret
    Claret Asset Management specializes in offering portfolio management services to high net worth clients. We are completely independent and free of conflicts of interest. Claret was founded in 1996 with the objective of answering the growing needs of private investors.

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