Financial Advising
Your financial advisor will work closely with you to define an allocation model that is truly in line with your investor profile and future goals.
You may not need to move the assets from the institutions you´ve been working with. Your financial advisor can be your independent partner to help in the decision-making process to optimize your investments.
We optimize your investments with the necessary changes to achieve your future goals, always focusing on 4 variables: Profitability, Cost, Risk and Time.
Benefits from the service
One single report, all your financial information
In one extract, consolidate monthly information about the evolution of your investments.
Support in all investment decisions
You can rely on your financial advisor to answer any question you have in the decision-making process of investment
Investment Recommendations
The best investment opportunity identified by Golden
Follow-up and monitoring
Your financial advisor is available to provide guidance in market events that may impact your portfolio.
IS THE SERVICE THAT AGGREGATES ALL THE INFORMATION ABOUT EACH OF YOUR INVESTMENT AND ALLOWING YOU TO KNOW:
YOUR FINANCIAL ASSETS
- BY ASSET CLASSES - BY GEOGRAPHIES - BY FINANCIAL INSTITUTION
THE DETAILS OF ALL COSTS
- of the products you have
- the detractors of peformance
- the most efficient
Risks and exposure
- total exposure - deviations from your proflie - market events alerts
Performance Details
The contributions by asset classes and products
IS THE SERVICE THAT EVALUATES ALL THE INFORMATION ABOUT EACH OF YOUR INVESTMENTS AND ALLOWING YOU TO MAKE DECISIONS:
YOUR FINANCIAL ASSETS
From an aggregate perspective
THE DETAILS OF ALL COSTS
- to choose another alternative - in your bank or other - more efficient solutions and less expensive
Performance Details
- allocation by asset class - choose the correct products
Risks and exposure
-Aligned with your allocation profile;
-To have access to carefully selected counterparts;
-To monitor and understand the impact on your investments;
IS THE SOLUTION THAT SUPPORTS ALL OF YOUR DECISIONS AND ALLOWS US TO DEFEND YOUR INTERESTS
MONITORING AND ALERTS
INVESTMENT RECOMMENDATIONS
24 HOUR ACCESS TO YOUR FINANCIAL ADVISOR
Service provided by Golden Wealth Management - Empresa de Investimento S.A.
