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ASSET ASSISTANCE
Account openings and portfolio management with the Bank of NY, the world’s leading custodian bank.
How do we do it?
We conduct a detailed meeting to understand your financial situation, evaluate your risk tolerance, and align your objectives with your risk profile.
01
Risk Profile Assessment.
We handle the necessary adjustments and submit the documentation to the Bank of New York to start the account opening process.
03
Account Opening and Adjustments.
02
Portfolio Development.
Our analysts create three potential portfolios based on our initial assessment, which we review and refine together.
04
Operational Account.
After one week, your account becomes operational, and we execute the orders to set up your portfolio.
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