OPTIMIZE YOUR FINANCIAL PORTFOLIO

Request
a free
Check-Up.

Fill out the form to request an analysis
of your investments.

As an independent financial advisor, I offer you a professional and impartial analysis of your current investment to help you identify risks, reduce costs, and optimize returns.

Why get a free Check-Up?

To increase your awareness of the investment strategies and financial instruments used

To verify the alignment between your life goals and the composition of your portfolio

To assess the consistency between your risk profile and that of your portfolio

To calculate the obvious and hidden costs of your investments

The portfolio analysis allows you to assess

the exposure to each asset class (equity, bonds, cash, commodities, alternative investments)
the diversification of equity investments across different geographical areas
the diversification of the bond component based on the type of issuer
the exposure to different currencies
the overall performance of the investments
the investor’s ability to withstand losses

My clients’ testimonials

Great experience!

Damiano L.

A very knowledgeable independent financial advisor. I contacted him online, and he responded promptly. He took the necessary time and clarified the many doubts I had about the investments I currently have with my bank. I definitely recommend him!

Very professional appointment

Anna P.

A very professional appointment. He was available and very clear in his explanations.

An excellent professional

Luca V.

Contacted via email, he replied by email, and we scheduled an in-depth phone appointment. Then, we met at his office. I must say I am really satisfied!

Professional

Cristina F.

Professional, clear in explanations, and precise in his work. Recommended.

Reliable and attentive

Rodolfo V.

Massimiliano Silla is more than a financial advisor; he is a true trusted partner on the journey towards financial security and prosperity. His expertise, integrity, and dedication make him a standout professional in the field. I wholeheartedly recommend his services to anyone looking not only for a finance expert but for a reliable and attentive advisor in the complex financial, insurance, pension, and estate planning landscape.

Extremely knowledgeable

Mirka P.

Courteous, helpful, and professional independent financial advisor. Extremely knowledgeable. I highly recommend him.

Fill out the form to request a free Check-Up of your portfolio!