Premium service for clients who want to increase their net-worth by creating a profitable investment portfolio with our professional traders.
schedule free consultationPortfolio Management is our premium product, focused on a personalized approach to every client. Within this product, our specialists provide comprehensive consulting on portfolio formation, assist in purchasing assets if needed and provide technical consultation.
Together with the client, the manager advises on portfolio formation, recommending when to open, DCA, and close positions. Unlike discretionary management, all funds remain in the client's account, and investments are made only in clear, transparent instruments on the crypto and stock markets such as NYSE, NYSE Arca, NASDAQ, and AMEX.
The algorithm of portfolio management service is the following:
During the initial discussion, we identify the client's risk tolerance, their preferences in portfolio construction, and determine the client's technical capabilities.
Based on the identified needs, risk profile, and chosen asset types, we compile a preliminary portfolio and submit it for the client's approval.
The client, either independently or with the help of a manager, purchases the previously identified assets into their brokerage account or wallet.
The client gains access to their personal profile, where he can track executed transactions and current positions financial progress, cross-referencing them with their account or wallet.
At the appropriate time, some or all of the previously acquired positions are sold, and the client receives a profit, from which he pays a commission to the company, previously agreed upon by both parties based on the strategy.
The profit received can either be reinvested into the portfolio or used by the client for their personal needs. The commission is charged to the client only from the aggregated profit. In the event of a loss, the commission is only charged after the initial profit level has been restored.
The commission is determined at the initial stages of working process with the client. It depends on the amount of the initial investment, the client's risk profile, and his preferences in choosing asset classes. The commission is only charged after the position is closed and a profit is realized, while exchange fees and other expenses remain the responsibility of the client.
The commission is only charged if the aggregate profit level is positive. If the profit level becomes negative, no commission is charged until the profit recovers to the level from which the commission was previously taken.
Unlike most managers, our company charges a commission only from the income you earn as a result of our management, at a rate previously agreed upon with the client.
If the client incurs a loss, no commission is charged until the overall financial result becomes positive again with subtraction of previously charged commissions.
Only our company provides aggregated commission, meaning it is charged to the client only if the total value of the portfolio exceeds the initial investment.
The chart displays the annual portfolio return in percentages. Based on the client's risk profile, three different strategies are highlighted, each distinguished by the types of instruments included in the portfolio:
Conservative - Predominantly U.S. market stocks, blue chips
Moderate - U.S. stocks of the second and third tier
Aggressive - Predominantly cryptocurrency, IPOs