You want someone trustworthy to accompany you to your bank appointment?
Bring me along. You will
- receive support from an expert who challenges and questions proposals
- be clear about your goals and the questions to ask
- have better confidence since you are accompanied by me
- be more relaxed and rely on complementary explanations
For this offering I think we would spend one hour for preparation and two hours for the visit and follow-up. These are indications and can vary from case to case.
Do you need unbiased support for your investment decisions?
Together we will explore
- top down and button-up guidance
- segmentation of asset class
- management style
- track record and market behaviour
- potential overlapping with other exposures
- entry/exit points
- portfolio fit
For this offering I think we might need one to two hours, depending on the asset complexity, your understanding as well as your market experience. Over time, I can imagine that this kind of offering can be discussed on call. These are indications and can vary from case to case.
Do you want a neutral opinion on the quality of your portfolio?
I am your person. You will receive
- unbiased information and analysis
- neutral insights of content
- liquidity check
- evidence of hidden costs
- quality check based on your values and visions
To get started, I think we will need 30 minutes for the portfolio characteristics and your investment goals. The portfolio check depends on the size and will take one to two hours. I will need one to two hours sharing the portfolio analysis with you. These are indications and can vary from case to case.