Below are some frequently asked questions . If you have any other questions, please get in touch.
We take a number of precautionary measures to ensure that the personal details of our investors are held in absolute confidence and are securely stored so as not to be accessible by unauthorized persons.
Investors’ funds are held in segregated accounts, meaning completely separate from the company’s accounts. Investors’ funds are kept by ICC Intercertus Capital Limited in first class banks.
We have no conflicts of interest that could adversely affect your portfolio performance. Unlike many brokers and other financial advisors, we receive no compensation from brokerages or mutual fund companies for investing in their funds. Our only goal is to find the best investments available to meet your objectives.
Currently, our minimum account size is $1,000 , although under some circumstances we will accept accounts less than $1,000. More important, however, than satisfying a minimum account size criteria, we are looking for long-term client relationships. It is important to us to establish a relationship with our clients where we are satisfied that our investment style will meet your needs over the long run.
Our strategy is based on a long-term disciplined approach to investing. After reviewing your Client Profile and completing the client interview process, we can develop a portfolio and asset allocation strategy to meet your individual needs and tolerance for risk. We use tactical asset allocation in our ongoing management of your portfolio.
We support the following funding methods:
Your funds are held in segregated accounts, and you withdraw it as you would from any custodial or brokerage account.