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Do you need an asset management consultation?
We can start cooperation if your capital size is > 50 000 USD.For clients with capital size> 500 000 USD. special conditions apply.
The course we will go through together for getting your investment goals
The first consultation
Client's goals determination, creation of risk management profile, list of assets description
Analysis and proposal preparation
Market situation and opportunities assessment for achieving client’s investment goals. Client’s investment plan creation
Planning
Development and approval the further plan of our common tasks
Development of the detailed investment strategy
Client's investment strategy creation
Accounts opening
Consultation on opening and replenishing accounts in banks and brokers in Europe and the USA
Results
Quarterly summary of cooperation
Correction
Adjustment of financial and investment plans
Still have questions?
Sign up for a preliminary consultation. Price 8 000 UAH / per 1 hour