Serra designs and monitors the whole portfolio to a written mandate: objectives, constraints, risk, and governance. We track it day to day and flag what needs a decision. You execute and keep custody. Discretionary management, where Serra runs the portfolio for you, is available on request and subject to availability.
No, not by default. Serra designs and monitors; you keep custody and every decision. Discretionary management is an option on request, subject to availability.
Custody, execution, and every investment decision remain with you throughout.