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Asset Management

Preparation of a personal financial strategy
We start moving towards your investment objectives by preparing a personal financial strategy, analysing your standard of living, assets, revenue, expenses and plans for the future.

Process of administration of assets

Process of administration of assets

When we prepare your personal financial strategy, we analyse:

  • your assets and liabilities, in order to gain an overview of the current state of your financial affairs
  • the relationship between your objectives and cash flow, in order to determine what you expect in the future
  • your investment profile, to be able to determine the risks you will be able to take.

While preparing your strategy we come to an understanding of what your expectations are in regard to your assets in the longer term and make it clear to you what we can do in order to help you attain your goals.

We will divide your assets according to your objectives into three portfolios as a result of careful strategy planning.

Contact

  • 665 6200

    Fax 665 7509

  • E-mail

  • Address

    Tornimäe 2, 15010 Tallinn

S|E|B

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