Public Market Investments

Public Market Investments

Cosmic Capital’s public market investment service enables clients to invest in stocks, bonds, and funds that are publicly traded. This includes participating in initial public offerings (IPOs), follow-on public offerings (FPOs), and the secondary market, giving clients a variety of options to match their individual risk tolerance and financial goals. We offer a balanced approach by including a mix of high-growth stocks and more stable options, allowing clients to benefit from both market upswings and regular income streams. Public market investments also cover mutual funds, exchange-traded funds (ETFs), and real estate investment trusts (REITs), which provide built-in diversification and reduce the risk associated with single-asset investments.

Through active market research and analysis, we guide clients in building a robust portfolio of public equities that aim for consistent growth while adapting to economic changes. This service is ideal for clients who are looking to invest in easily tradable assets that align with their short-term and long-term financial strategies.

  • Equity & Stock Investments: Invests in publicly traded stocks, including IPOs and secondary market shares, to drive growth and portfolio diversification.
  • Exchange-Traded Funds (ETFs): Utilizes ETFs for exposure to diverse markets and sectors with lower cost and greater flexibility.
  • Mutual Fund Investments: Invests in a variety of mutual funds to balance risk and gain access to professionally managed portfolios.
  • Real Estate Investment Trusts (REITs): Engages in REITs to provide stable income from real estate without direct property ownership.
  • Active Portfolio Management: Monitors and adjusts public market investments regularly to align with market trends and optimize client returns.