Our advisory portfolio management service works on a simple idea: keeping our clients in command of their own portfolio and guide them in order to obtain the highest possible returns over a long-term horizon.
The process for new clients is straightforward. First, we will ask you to fill in our questionnaire which will be used to determine your risk profile. Then, as soon as you are ready to trade (that is when your broker account has been opened and you have transferred money into it), our team will design your portfolio based on the information you have provided. You will receive our advices by email and we may also call you if you need additional information. We will send you a list of stocks that we highly recommend and a list of second choice stocks in case you are not willing to invest in our first choices for any reason. You can always ask us for a sample of our recommendation report. Please note that all stock names will appear blurred in the sample.