I have been employed with a financial / management advisor for more than 9 years. Now I am starting my own business giving financial adisory to high networth individuals.
My goal is to identify each person financial goals and requirements and come with a portfolio that fits this charateristics.
All this in a real personal contact with the clients, always been there for them. Multigenerational.
With an Active approach to investments. Not just buying something and living them like that.
Tell us a bit about who you are and the people you reach
Hogh networth individuals with portfolios from 250,000 to more than 5,000,000 usd.
US Domestic clients as well as International clients.
Them and their families.
Simple, modern, ellegant, Active, minimialistic, dynamic, investment related, personal, Solid, few colors (could be black and white), positive