Investment Advisory Service
Specialist guidance for investors who prefer to stay in control.
A partnership that combines our expertise with your full decision-making control.
What the service is
We analyse and advise. You always make the final decision.
Our team actively monitors markets to bring you tailored recommendations, investment ideas, and portfolio optimisation proposals.
What you receive
Personalised buy and sell recommendations
Market analysis
Investment ideas based on proprietary research
Portfolio optimisation proposals
The process in four steps.
1
Current portfolio review
We assess the assets you already hold.
2
Profile and objectives
We understand your goals and the level of risk you find acceptable.
3
Proposals and recommendations
Proactive advice, including investment ideas based on proprietary research.
4
Ongoing support
Periodic reports and review meetings.
Want to know more?
For more information, contact us atclientes@sixty-degrees.com