CUSTOMIZED INVESTMENT

SOLUTIONS

FUNDO CUSTOMIZED
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Construct customized client portfolios utilizing single managed accounts

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Focus on directly purchasing and monitoring securities for clients (corporate bonds/equities) instead of using high-cost funds

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Evaluate alternative investment solutions (Venture Capital, Real Estate, Private Equity) to compliment a client's portfolio

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The benefit of active decision making to take advantage of evolving market conditions

SUPERVISORY

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Assistance in opening investment accounts

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Auditing of all bank and investment transactions

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Custom reporting to your requirements

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Liaise with tax and succession planning partners to provide

a comprehensive solution to all the client's financial needs 

ADVISORY

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