Partnership Process

“Our service offer is based on education and transparency, it also aims to bring a certain freshness to the prevailing discourse in terms of investments. For team members, it is important to strike the right balance between return and risk. This translates into a personalized approach accompanied by the supervision of a large bank.”

1. First Meeting - Introduction

  • Presentation of the group, its business philosophy and its investment methodology;

  • Understanding your situation and defining your objectives;

  • We determine if we are a good fit for each other.

 
2. Second Meeting - Financial Diagnosis

  • Overall analysis of your financial status and your objectives and constraints in order to devise your investment strategy.

 

3. Third meeting - Solutions & recommendations 

  • Detailed presentation of the investment proposal;

  • Partnership agreement and implementation of the investment strategy.

 

4. Follow Up & Service

  • Annual meeting;

  • Personal contact every quarter;

  • Detailed reports(portfolio, performance and fees);

  • Financial plan review.