We provide investment advisory services to individuals and firms that require their wealth to be managed in a comprehensive way, including financial and tax planning as well as the assessment of their own risk profile.
- Open Architecture: We assist our clients through an open architecture, operating with a wide network of fund managers and financial institutions.
- Independence: We provide independent investment advice.
- Investor Profile: Investment portfolio according to risk profile.
- Referral Agreement with Morgan Stanley.
Referral Agreement with Morgan Stanley
Morgan Stanley is one of the largest and strongest financial institutions in the world, and as such, has successfully gone through almost 80 years of market cycles, constantly acquiring new experience, perspective, and trust.
Today, Morgan Stanley is a global firm with offices in 31 countries, and it is among the most capitalized institutions in the world.