Investment Advisory Service
Our independent investment advisory service is aimed at those clients who would like to build a tailor-made portfolio based on their particular needs and circumstances in order to help them in securing their financial future. Whether you are looking to invest for income or growth, being cautious or more aggressive, we can provide quality advice, comprehensive investment solutions, and ongoing service to help you achieve your financial goals.
One of our professional financial advisors will contact you and start by taking an objective assessment of your risk profile to develop an investment strategy that suits your personal situation and objectives. This approach is important so that we understand your unique requirements with respect to your financial situations, risk attitude, and investment objectives.
After all the analysis has been done, we will send you an investment report containing the list of investment products specifically designed for your needs, together with an extensive analysis and rationale for such choice depending on the current market environment.
We offer a range of carefully constructed portfolios that enable you to spread your investment across a wide range of asset classes, regions, sectors and currencies across the globe in order to create a balanced and diversified investment solution.
When our report is finalized, it will be up to you to choose whether or not to proceed with the recommended financial transactions through your bank or trusted broker.
As your professional and personal situations change over time, your financial arrangements need to be reviewed to reflect new priorities and expectations – Our investment advisor will continue to work with you to ensure that your financial position is managed and protected in the most effective way.
We will closely monitor economic, financial, political and market developments and will structure innovative products to meet changing circumstances.
The investment advisory service is available to investors with a minimum capital of €30,000.
The service involves an annual investment review and quarterly updates.
Please send us an e-mail on firstname.lastname@example.org or or fill in our enquires form. One of our advisors will then be in touch to understand your specific needs and requirements.