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OUR SERVICES

Compared to large wealth management firms, clients find that we can better serve them through customized services and an agile response to the rapidly changing market conditions and regulatory environment.

Through the implementation of strategic partnerships and the use of adaptive technologies, we have enhanced control and more options for providing the best advice, products, and tailored solutions for our clients.

  • Optimize Premium Financing by creating a positive arbitrage between the cost of capital and your policy cash value

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  • Connect you with various Banks to obtain the best possible loan terms for your premium financing

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  • Provide expert advise on foreign exchange hedging and interest risk mitigation strategies, through Cross Currency Swaps

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  • Monitor your Premium Financing loan and manage Swaps cash flow

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  • Design and implement leverage strategies using a multi-currency platform

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  • Prepare monthly consolidated reports including stocks, insurance cash values, and premium financing loan values

WHAT WE DO

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DISCOVER

  • Gain an understanding of the client's financial goals, challenges, and preferences.
     

  • Acquire documentation.
     

  • Initiate dialogue with the client's accountant and attorney, if necessary.

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PROPOSE

  • Customize financial strategies.
     

  • Propose investment portfolio.
     

  • Schedule briefings and reviews.

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IMPLEMENT

  • Initiate financial strategy.
     

  • Phase in our investment recommendations.
     

  • Enroll in selected services.
     

  • Evaluate approaching client statements.

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MONITOR

  • Supervise progress.
     

  • Tweak recommendations and investments when needed.
     

  • Notify client and team of professionals of relevant information.
     

  • Assist client in navigating future opportunities.

CLIENT PROCESS

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