Create Wealth

An investment in Mutual Funds and Exchange Traded Funds (ETF's) may have the features that you want. Because depending on the profile and your needs, you can choose from preservatives, mixed or aggressive portfolios.
You can have the most experienced executives to negotiate for you in markets around the world and so you gain access to a comprehensive investment system that manages overall the risk offering competitive returns.

A. We plan your financial success
In a personal meeting with the Account Manager of our company we will together determine your investment horizon, your tolerance for risk and the level of desired annual income. Based on the analysis of a questionnaire and of your needs, we determine your risk profile and we suggest the most suitable for you portfolio of Mutual Funds and Exchange Traded Funds (ETF's).

B. We select the portfolio
A thorough analysis of the international financial markets and the political and economic conditions, is the basis for the decisions of our investment committee for the design of the five different asset allocation models.

C. We actively manage your portfolio
To provide you with reliable and independent management, tailored to your needs, we compare number of mutual funds and Exchange Traded Funds (ETF's) from all over the world and choose the best solution for you based on a number of quantitative and qualitative characteristics. The management team watches your investment daily and ensures that your portfolio continues to meet your investment goals.

Material - Create Wealth

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