Free Portfolio Analysis

Understanding what might work for a client requires a much closer look at the big picture. When accounts are scattered, costs tend to increase and investment performance is difficult to track. Our complimentary portfolio analysis, though, allows clients the ability to look at how to enhance income and keep costs down. By evaluating a client’s current level of risk and the quality of the opportunities available, we can make suggestions about potential performance, analyze creditworthiness, and optimize a portfolio to address performance, tax management issues and fees. In order to get started, we merely require some information or documentation related to the current portfolio. All of our analyses are conducted with discretion.

Free Consultation
& Callback Service

Fixed income investmentsShare investmentsAlternative investmentsIndividual financial consultingTax complianceComplimentary portfolio analysis
By clicking this box, you are consenting to receive communications from Genève Invest via email and phone. These communications are necessary for us to conduct business with interested clients. We will securely store the data you have provided us in order to serve you better.


Genève Invest provides free portfolio analysis exclusively to investors with portfolios of €50,000 or more (or equivalent).


Insights


Archived News
Retirement Planning Tips for a Secure Future & Financial Freedom

Retirement Planning Tips for a Secure Future & Financial Freedom

Whether you are just entering the workforce or you are preparing to stop working in the next few years, it is never too early or too late for retirement planning.

In order to construct a solid, effective retirement plan, you need to consider several important factors, such as:

Europeans Should Prepare for the Imminent Pension Crisis

Europeans Should Prepare for the Imminent Pension Crisis

A distinct difference exists between how private citizens and government entities manage their money.

Private citizens understand that prudent financial management fosters stability and prosperity – in other words, saving for your future is essential, and you simply cannot spend more than you can afford.

How to Use Safe Investments to Maximize Returns With Less Risk

How to Use Safe Investments to Maximize Returns With Less Risk

People of all walks of life want to grow their wealth by making safe investments without taking unnecessary risks – to develop a commonsense approach to building a financially secure life and retirement.

Back to top
Back to top