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Why Private SCI

The current complexity of the global financial world is an inhibiting factor for private investors, often blocking the achievement of better results in their investments;

In advising Customers, we help them with a better understanding of the investment decision-making process, conveying the necessary confidence and technical support.

In this way we facilitate the private investor access to Investment opportunities, demystifying the process of buying and selling financial instruments;

Our team is technically able to answer to the doubts of the private Investors, enabling them to take advantage of the best investment opportunities.

In addition to investment advisers, we also wish to be financial market simplifyers, conveying the confidence necessary to decision making.

“Where you can benefit from independent advice from an Investment Advisory Society”

 

Our Services

 

  • Provision of investment advice and optimization of that, face to the risk tolerance of each client;

  • Financial markets monitoring;

  • Monitoring and improvement of the financial instruments portfolios held by clients;

  • Analysis of the assets allocation, with eventual proposals for portfolio changes;

  • Aggregated analysis and global treatment of information regarding the investor’s portfolio;

  • Aggregated analysis and proper evaluation of the client total wealth;

  • Issuance of a report on any financial instruments and their adequacy to the risk profile of the Client.