Institutional Asset Advisory
Steering collective & perpetual entities to more wealth
✔ Condensing investment objectives and defining risk profile.
✔ Establishing investment policy and preparing written guidelines.
✔ Identifying qualifying asset classes & investment strategies.
✔ Portfolio construction and management using Quantamental Investing strategies.
✔ Diversified portfolio for Growth, Accumulation, and Preservation of capital.
✔ Continuous instrument selection, cost and tax optimization taxes, and risk monitoring.
✔ Access to early-stage investing through direct and fund channels.
✔ Portfolio monitoring and accounting.
✔ Sourcing exits and up rounds for investments.