“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.”
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.
Detailed presentation of the investment proposal;
Partnership agreement and implementation of the investment strategy.
Annual meeting;
Personal contact every quarter;
Detailed reports(portfolio, performance and fees);
Financial plan review.