|1. First meeting - Introduction:
- Presentation of the group, its business philosophy and its investment methodology.
- Understanding your situation and defining your objectives.
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 and recommendations
4. Follow up & Service
- Annual meeting
- Personal contact every quarter
- Detailed reports
(portfolio, performance and fees)