Investment

 

Advisory Service


Our Investment Advisory Service is an advisory mandate for investors who want to take their investment decisions themselves, while enjoying the benefits of a comprehensive and systematically organised and selected portfolio, market analysis and investment advice. If you choose to take an active role in your investment activities, we’re here to help. We can play an important supporting role, providing you with specialist advice and guidance that can help you make decisions.

By sharing your investment ideas with our investment professionals, you can benefit from expert assistance when selecting investment strategy to match investment objectives, risk appetite and interests. You also get a personalised service tailored to your circumstances, investment objectives, risk threshold and expectations on projected return. We have a comprehensive range of first-class investment instruments to choose from coupled with a stream of information and analysis relevant to your portfolio.

Even when we are not instructed to make investment decisions on your behalf, we can provide guidance to help you develop an asset allocation strategy and indicative investment parameters that are suitable to your personal circumstances, including age, investment knowledge and experience and risk attitude.

At Finco we believe that a diversified asset allocation is a key element of a successful investment strategy. We analyse your entire investment profile and design risk allocation parameters in terms of the various investment classes and sectors as well as currency exposure.

Related

Services

Execution Only Services

ser2

Discretionary Services

ser2

Best Execution

ser2

Equity Trading

ser2

Customer Servicing Company Policies

ser2

Security, Internal Control and Internal Auditing

ser2

Reporting to Clients

ser2

Stay

Connected

Members of
Finance Malta LogoMalta chamber of commerce logoMalta institute of Accountants logoIFSP logo
Finco Group

The Bastions Office No. 2,
Triq Emvin Cremona,
Floriana FRN 1281, Malta

Tel: (+356) 21220002

Fax: (+356) 21243280

Email: info@fincotrust.com