Finally, we like to draw your attention to the opportunity to test us in practice!
We respect your individuality as a client and as an investor.
Portfolio Evaluation
In a first step we like to learn about you and your risk preferences.
Our MiFIDII-compliant customer risk profiler gives you and us (your portfolio manager) a detailed understanding of the types and amounts of risk you are comfortable with.
From there, we evaluate your existing portfolio before developing a wealth management strategy devoted to your goals, on your terms!
What will AGFIF guarantee you?
Analysis of opportunities and risks (capital preservation)
Step by step, we analyze your portfolio for opportunities and risks in order to identify possible deficits and optimization, enhancements for your portfolio and portfolio structure and to provide you with the best investment strategy and solution proposal suitable for you.
Check for conflicts of interest
In many cases, an extract from the bank statements discover a disproportion of in-house financial products of the customer’s respective custodian bank, such as funds or certificates, etc. These financial products are often strongly represented in a clien’s account, with unnecessary additional cost as a consequence for the customer and, in addition, with unnecessary risks. We also check under this critera.
Get A Cup Of Coffee And A Second Opinion.
—> Free of charge.
Test us!
Have you ever made a decision, and then second-guessed yourself when life situations changed? While it’s important to revisit goals and strategies for any part of your life, it’s even more critical for your finances.
At AGFIF, portfolio assessments ( including your portfolio’s performances and its risks) goes well beyond just reviewing the performance of your investments.
In addition, we will help you to identify areas requiring adjustments so that you can accomplish your Investment Objectives.
Our Analysts will assess your actual portfolios and will provide you with a comprehensive and detailed report on the strength and weaknesses of your Account.
And if you want, we can suggest some options. We are sure that when you get to know us, you will quickly realize that you are in a place with well-trained professionals – not salesmen.
Whatever you decide, we hope you will gain some ideas and the coffee is anyhow on us.
