Our Services

I will go through your standard or customized commission schedule. Also I will look into what is covered by any flat fee you might have. The result will be a clear overview of cost by services provided. For each service you will know how competitive your rate really is and what target is reasonably achievable.

Based on the products composing your portfolio and historical transactions, I will assess and expose you where are the hidden costs of your portfolio and how much they cost you. You will be given actionable keys to reduce them drastically.

You surely already got plenty of fancy quantitatives risk metrics, VAR, Volatility, Correlation etc … I give you an overview of the usual risk metrics with the expertise of somebody who helped many times clients get out of unexpected portfolio behaviors when a market stress hits.

How can you compare the performance of a vague portfolio profile to a competitor vague portfolio profile? It’s like comparing apple to oranges and that’s how all the banks convince clients that they deliver above benchmark performance. To have a precise knowledge of your portfolio return you will be given your portfolio invested risk profile and the expected equivalent allocation risk adjusted return. So you can finally clearly see what kind of value your advisor is providing you.