Application
Goals, capital, current positions, time horizon, constraints and risk tolerance.
Portfolio Design
A personalized portfolio structure for your goals and risk level
Vigorix helps build a clear capital structure: define goals, time horizon, acceptable risk, asset allocation and portfolio review rules.
from $1,500per engagement
4-stage processfrom analysis to final structure
Actionable planstructure, limits and review rules
Personalizedto your goals and constraints
Objective
Build a portfolio where every asset has a clear role
We define asset roles, acceptable allocation ranges, risk level and the rules used to review the portfolio structure.
- goals, time horizon and liquidity needs;
- acceptable drawdown and stress scenarios;
- asset roles and concentration limits;
- entry, accumulation and reduction conditions;
- rebalancing and review rules.
Outcome
An investment roadmap you can follow
You receive a clear portfolio structure and rules for making future decisions.
Process
Four stages of portfolio design
Analysis
Concentration, correlations, liquidity, drawdown scenarios and current weaknesses.
Structure
Target allocations, asset roles, limits and acceptable ranges.
Rules
Rules for rebalancing, review and responding to changing conditions.
Engagement formats
Choose the right format
The format depends on portfolio size, objectives and the depth of support required. Assets remain under the client’s control.
Portfolio Review
$1 500per project
Analysis of the current portfolio structure and key risks.
- interview and data collection
- concentration analysis
- risk map
- change priorities
- final review
Personal Portfolio Structure
$3 500per project
A complete capital structure aligned with goals, time horizon and acceptable risk.
- everything in Portfolio Review
- target structure
- asset roles and limits
- entry and exit scenarios
- rebalancing rules
Structure + Support
$7 5006 months
Personalized structure with regular review over six months.
- everything in Personal Portfolio Structure
- monthly review
- scenario analysis
- deviation monitoring
- private consultations
Price is not the only condition. Before paying, read: Risk Disclosure · Payments
Outcome
What the client receives
- a written profile of goals and constraints;
- analysis of the current portfolio;
- target structure and allocation ranges;
- risk limits and stress scenarios;
- rebalancing rules;
- a decision roadmap for the coming period.
Important
Vigorix does not receive access to your funds under the standard format. If a selected service requires separate legal or partner arrangements, the terms are disclosed before work begins.
FAQ
Questions before you start
No, unless an authorized regulated provider is separately engaged. The standard product provides analysis, structure and rules.
Yes. The work begins with an analysis of current positions, concentration, liquidity and alignment with your goals.
No. A structured approach helps control risk and make consistent decisions, but it cannot eliminate market losses.
Application
Discuss your portfolio goals
Submit a request to discuss your goals, current structure and the right format.