INVESTMENTS
We identify investment opportunities and implement solutions to grow your assets
Over the past 5 years, the average return on assets under our management has been 4.7% in USD
What we offer
Since the beginning of 2019, some of our top investment ideas have returned more than 250%
We always try to find the best investment solution
Our approach to olving individual problems
CHALLENGE A bank sold US$ 4 million worth of structured products on the stocks of technology companies to the client. Over two years, the loss amounted to 34%
OUR ACTION Having analyzed the notes, we found no growth potential and recommended that the client recoup the loss
We have then created a portfolio of bonds and stocks, taking into consideration the client's tax situation, liquidity and risk requirements
OUTCOME Return on the portfolio in the first year was +17% with much lower risks than in the note
CHALLENGE A bank sold US$ 4 million worth of structured products on the stocks of technology companies to the client. Over two years, the loss amounted to 34%
OUR ACTION Having analyzed the notes, we found no growth potential and recommended that the client recoup the loss
We have then created a portfolio of bonds and stocks, taking into consideration the client's tax situation, liquidity and risk requirements
OUTCOME Return on the portfolio in the first year was +17% with much lower risks than in the note
HOW WE WORK
We design the process based on your goals and risk tolerance
The client chooses the level of involvement, and we provide and realize investment ideas
We provide analysis and data on all client accounts in a convenient format
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