A multidisciplinary team providing thoughtful advice on all aspects of personal finance
Discretionary active portfolio management according to our investment models developed internally
Fully transparent investment process
Customized hedging programs and portfolio monetization strategies
Direct communication with third parties involved in the management of our clients' family affairs
Dedicated client service Monday to Friday from 8:00 am to 4:30 pm (objective of no voicemail)
Weekly review of cash balance and asset allocation for each client