Tailored Strategies, Unbeatable Value.
$1200/Yearly
Suggested Portfolio Size $25,000+
- Determining your investment profile
- Portfolio creation and personalized financial planning
- One-on-one portfolio management with dedicated managers
- 24/7 Dedicated support and regular communication
- Rebalancing and flexible portfolio adjustments based on risk preferences
- Risk management
- Stock Picking: Expert recommendations on individual stocks
- Short-term investment opportunities (1 week to 3 months)
- Adjusting risk levels
- Broker verification