The meticulous analysis of the business situation enables the independent financial advisor to support companies in investment planning: having identified the strengths and weaknesses of the financial structure and the objectives to pursue, the independent consultant guides companies in creating and managing diversified and sustainable investment portfolios.
The independent financial advisor has no agreements with credit institutions and intermediaries: they operate in complete absence of conflict of interest – with integrity and transparency – and assist businesses in dealings with banks and brokerage firms (Securities Brokerage Companies).
