Advisory Services

There is something extremely creative and pleasurable in offering advice. Equally satisfying is receive advice.

Rely on the professionalism of P&C SIM is to have a custom service. The strategy, analysis, reports, everything has been designed according to customer needs.

http://www.privatesim.it/components/com_gk3_photoslide/thumbs_big/533577bussola1.jpglink
Private

 

The investment advisory service allows managing and controlling with success the own financial portfolio. The Advisory Team acts together with the client during the entire investment process with the aim to guarantee a service full customize and characterize by excellence.

  • Aggregation the financial positions and detailed analysis of the whole stock portfolio
  • Determination the investment strategy and of the optimal asset allocation
  • Optimization the risk/return profile and considerable cost reductions
  • Increase the overall performance through a dynamic stock and bond picking
  • Continuous monitoring of the portfolio risks via dedicated technical software