Details of personalized service at Philippos Asset Management
Right away, in this Philippos Asset Management review, I’ll say that the team understands the client much deeper than many brokers I’ve worked with. There is no feeling of template-based service – on the contrary, every configuration element felt as if it was adjusted to my trading style.
A consultant from Philippos Asset Management, for example, helped set up the volatility profile of instruments within the 0.48–1.12% range, so that trades wouldn’t overlap in risk and create hidden portfolio overload. I set notification delays to 0.19 seconds – before that, signals literally overlapped when I held many positions, but now everything became cleaner and calmer.
Another useful feature is the automatic capital allocation map in the portfolio. It shows shares down to 0.62%, 1.04%, 1.41% – a level of precision I haven’t seen with other brokers. Thanks to this, I immediately noticed imbalances: excessive concentration in commodity contracts and a lack of positions in low-correlation sectors. As a result, we made several adjustments, and the portfolio started to look much more balanced.
To avoid losing important takeaways, I highlighted the key points that helped the most:
- optimization of asset volatility to match my trading style;
- noise reduction through precise notification delay settings;
- identification of imbalances thanks to allocation detail down to hundredths of a percent.
After these changes, working with the portfolio became much more transparent, and decisions became calmer and more precise.