Portfolio Checkup

Portfolio Checkup

Do you want to receive the opinion of our professional Investment Advisors on your investments?

Our Advisory team will analyse your situation and provide you with a detailed analysis of your investment portfolio.
We will be analysing every single financial instrument in your portfolio and provide you a breakdown of fees and performance against the particular market benchmarks. The analysis will also contain specific risk warnings, if necessary, about the instruments you hold and also make sure that the investments you hold tie in with your attitude to risk, investment objectives and financial situation.

If needs be, our advisors will also recommend changes for your portfolio which we think are more suitable to you.

Do you already have an Investment Advisor?

The financial advisor is like a medical doctor, a second opinion could be useful!

How much does this service cost?

The service costs 0.5% of the value of the investments or of the account analysed, with a minimum fee of €200.

How to proceed?

Send an email to info@investingmoney.biz or send us a message through our contact us page.