The world of investments is continually evolving with more and more options and ways to invest available. Below find some of the issues facing our clients –
Every investor has different objectives, timeframes and budgets. We have purposely not included generic description of investment vehicles available as the above and many other questions need to be addressed and answered before agreeing appropriate strategy.
Kassius has a robust research process for selecting investments BUT most importantly monitoring and reporting on investments, making changes when appropriate. We use bespoke IT research tools, constant reading, attendance of seminars and interviewing fund managers.
If you feel our approach suits you call us to arrange an initial consultation.