Questions Should be Asked Before Choosing A Financial Consulting Company

With increase in trade, people want to invest their money at the right place or with a right company who can take care of their money with appropriate ROI (return on investment). Keep eyes to this increasing demand, there are many advisors who give advices to invest your asset at proper place. But before choosing such a consultant you should consider certain factors or ask your fiduciary some questions for your assurance.

• Are you financial services provider under the law? If yes, will you continue to be my fiduciary all the time during the client-advisor relationship? The Answer should be “YES”.
• What extra services you provide than other companies?
• Will financial planning advice be separated out from your investment advisory services?
• Whether your company takes any third party compensation while choosing your investment advising services?
• Will you provide me any proprietary products? And the answer should be “NO”.
• What will be the total costs and expenses as per my requirement and portfolio? Whether it should be annual basis or monthly?
• I know it sounds crazy but you should ask your advisor before hire that “What is your qualification”.
• Have you ever been cited by a professional public authority agency for corrective reasons?
• Will you sign as a Financial Consulting Company?
• How long have you in this business?
• Who will work for me from your company?
• Which accounts will be used in my investments so that they will remain safe?
• How many clients do you possess?

With the increased availability of financial services providers, investors get confused. Many consumers falsely believe that their advisor is performing well and never cheat them even a pinch also. But sad it is always not working. So before hire an advisor you should ask all the above questions which will help you in your financial investment. Good Luck!!

Long Term Investment Strategies Planning Company

When looking at your own investment time frame you will need to identify your own short, medium and long-term needs. Once this is done you can then set about building a plan around these and maximising the growth potential for each part of your investment.

Long term investing is an excellent way for more conservative people to make great money. You have a number of investment choices including; property, shares, listed investment companies, managed funds, bonds or other cash products.

Long Term needs can really be classed as the true wealth creation needs. Your long term needs would typically consist of the need for financial stability and wealth in later life. Long term investment strategies will hopefully achieve the potentially higher growth rates while also taking advantage of the effects of compound interest.

Long term investing requires that you consider where you want to be in more than 10 years and often what you want your finances to look like in 20 or 25 years. Long term investing requires that you try and ignore the ups and downs of what is happening day-to-day on the financial market, and look at overall returns over time. With the stock market, this means reminding yourself that if you have enough time, the stock market will rebound.

The keys to success for any long-term investment strategy are proper asset allocation and diversification.
Fontego capital is financial consulting company.  Our core investment strategy aims at providing absolute returns, while focusing on developing a ‘real estate-like’ portfolio of diversified asset classes.

Our objective is to achieve the lowest possible ‘beta’ and high compounding returns. The backbone of our investment strategy is to be constantly aware of global macroeconomic trends, and to use our observations of these trends to identify the long-term direction of relevant asset values. The key focus of our analysis includes an awareness of emerging markets, demographic trends such as urbanization and the growth of the middle classes, as well as improvements in infrastructure and productivity.

We look in particular for those businesses which possess what we term the ‘moat’ factor, a set of unique qualities which, coupled with their structural competitive advantages, can lead to sustainable long term value creation.

So contact Fontego Capital for long term investment strategies, financial investment advice, fund management, investment advice etc.

Investment Management and Financial Consulting Company

Fontego Capital was a natural development from Michele Marcello's eighteen years' experience in investment banking and wealth management, including time spent as a Partner and Portfolio Manager at the large private investment office of a single family.

Established with the intention of offering expert and carefully considered investment advice and asset management, Fontego Capital provides a specialist investment management service to a notable clientele of high net worth individuals, families, and small institutions.

Investment management services also incorporate control of securities and assets with a singular goal of attaining estimated financial targets, a service that involves careful analysis and wealth creation. Investment management companies make professional decisions regarding funds pooled in together by investors. Often referred to as portfolio management, these decisions involve asset and stock selections, and investment monitoring.

Fontego Capital delivers bespoke investment management and advice to high net worth individuals and families, including trusts and endowments. In consultation with each client the firm first identifies the client’s key needs, and then advises on an appropriate asset allocation to achieve these objectives.

This includes choosing the most suitable direct investments into securities, as well as allocation to selected fund managers, and applying institutional quality performance analytics to the resultant investment portfolios.

Each investment option is carefully judged by the Partners, taking account of thorough performance monitoring, in-depth documentation and strategy reviews. An investment is only incorporated into the proposed portfolio if it proves to be sound after extensive discussion and analysis.

We believe that rigorous financial analysis and an appropriate risk management strategy will always outperform impulsive reactions to market volatility.