First, we work together to develop your personalized investment plan. This is done in two or three personal meetings where ever is most convenient for you.
While we are working on the investment plan, we help you open a brokerage account in your name in the US. We only work with top US brokerage firms and the accounts are covered by the SIPC guarantee.
Once the accounts is opened, you transfer funds to the account and we implement the investment plan.
We are a fee only investment advisors, what means that we charge a fee based on the value of the portfolio. Though our fee is explicit and transparent to the client, the overall cost of our investment portfolios tend to be significantly lower than is market practice. We do not accept commissions for investment products we use in client portfolios, differentiating us from the majority of our competitors.
Unfortunately, no. We believe in focusing our services on those clients which we can best serve: those looking for our integral service. We are always happy to recommend books and courses that we have used to expand our own investment expertise and knowledge.