Work
With Me

My core business is investment support. Through a series of meetings (in person or via video-call), we will discuss all stages of your investments, from the initial setting of financial objectives to specific execution steps. Some of the main steps involved in investment support include:
 

Goals setting: I will help you sort out your long-term financial goals, from short-term ones (like purchases such as real estate) to long-term goals such as children's education or retirement capital.
 

Resources: I will help you assess your current resources, including the investments you already have, your income streams, and your resources for future investments.
 

Risk Profile: We will discuss your experience with investment instruments and how comfortable you are with them. Based on your preferences and risk appetite, I will help you put together your individual risk profile, which includes the optimal mix of assets in your portfolio. This will help you achieve your goals while reducing the risk of sleepless nights in times of market turmoil.
 

Portfolio: Based on all the information we gather, we will select the optimal mix of instruments in the portfolio to achieve your goals in the current situation. Most clients have a more pro-growth-oriented portfolio for their long-term goals during the capital formation stage. However, when you have already accumulated capital or are approaching retirement, capital preservation comes to the fore, and you just need to generate regular income to live on.
 

Implementation: We will select the most suitable instruments, based on their value, reliability, availability on specific exchanges, tax regulations, and other relevant factors. If necessary, we will open brokerage investment accounts, and I will accompany you at every stage, from initial account opening to funding and buy/sell transactions.

Important Note: I do not do asset management. I do not touch your money/assets in any way. All accounts are opened in your name, and only you have access to manage them.
 

Follow-Up:  We will usually meet (in person or via video-call) every 3 to 6 months to discuss portfolio dynamics, check compliance with the original plan, and make adjustments if necessary. At the end of the year, we will sum up the results, discuss potential tax changes, and plan for the next year.