An optimally managed portfolio provides benefits in terms of security, peace of mind and independence.
An optimally managed portfolio offers advantages in terms of security, independence and ease of mind. Building up capital assets requires time, effort and knowledge. The same applies to management. Genève Invest has made it its business to support its clients in this challenging and demanding task. Well-managed assets bring considerable advantages: security, independence and ease of mind. On the other hand, poor management can have a negative impact on overall assets in the short and long term. Portfolios often contain risky investments that do not yield a return. A wrong strategy can, for example, lead to a failure in achieving the desired goals and to excessive taxation. To protect and increase assets over the long term, investors need to pursue the right strategy. This is where Genève Invest comes in. We offer our clients an individual service tailored to their needs, their goals and their personal situation. We provide our clients with twenty years of experience and expertise, so that they can avoid mistakes which could have dire consequences for them and their heirs. By having a manager who makes the investment decisions, our clients can avoid irrational behaviour. Unlike many private investors, we are not guided by emotions in our decisions, but act in a targeted and well-considered manner. This approach allows us to avoid the psychological pitfalls of finance, such as overconfidence, loss aversion, fear of investing or of missed opportunities. We also accompany our clients through the different stages of their lives. We advise them during their working life and support them in retirement. In concert with them, we develop a medium and long-term investment plan so that they may avoid unpleasant surprises in the event of a change in circumstances. That way, they can face even difficult times in their lives with confidence. Our investment advice is divided into 4 phases:
THE FOUR PHASES OF AN ASSET MANAGEMENT STRATEGY
Analysis of the client's personal situation and definition of his goals
Implementation of the investment strategy
Ongoing monitoring and management
Once the groundwork has been done, Genève Invest assumes responsibility for managing the client’s financial assets. When you entrust us with asset management, you can be sure that we will always act in your best interests by virtue of our independence. We ensure that conflicts of interest are excluded. Our clients have a dedicated financial advisor throughout the investment process, regardless of the investment volume. This person is always available and approachable. Through regular exchanges with clients, our advisors can adapt the composition of the portfolios to the clients’ changing needs. In addition to online account access, Geneva Invest provides clients with detailed performance and forecast reports.