Wealth Management: Personalized Strategies for Portfolio investors

Private Wealth Management from IQ Smart Capital

The company IQ Smart Capital offers - Unique services for investors who want to invest wisely and steadily achieve the necessary portfolio returns over the long-term investment horizon!

• Our services are for those who lack time for regular market analysis, financial reporting, and analysis of the economic environment of the investment region.
• Our solutions are specifically for investors who want to know that their portfolio consists of the most efficient and financially sound companies with strong financial statements and cash flow.
  
• Our unique services are for those who want their investments to grow as much as possible and to stay regularly informed about what is happening in their portfolio.
  
• We help our clients by providing the unique opportunity to quickly and easily build a long-term well diversified investment portfolio that reflects their financial goals and risk tolerance!
  

Private Wealth Management: How Does It Work?

An individual investment strategy (an investor's portfolio) is developed based on your specified return objectives over your chosen investment horizon! As a goal, the investor determines the average expected capital growth per year, taking into account the expected inflation rate, investment horizon, and risk tolerance!

• All your assets remain in your personal brokerage account, you do not grant us access to or control over the portfolio, so all your assets are securely protected and under your full control;
• You are provided with an individual strategy ready for implementation with leading global brokers, such as Interactive Brokers, TD Ameritrade, Charles Schwab;
  
• Quarterly, you receive individual consultations and analytical support for your portfolio depending on the package of selected services;
  
• Also quarterly, you receive macroeconomic analytical support to timely react to changes in the economy of the investment region;
  
• At the end of each portfolio servicing year, a recalculation of all indicators of expected return and risk of each individual asset and the entire portfolio is conducted;
  
• If necessary, portfolio structure adjustments are made taking into account actual changes in asset weights in the portfolio and recalculating expected return and risk parameters (current market trends and macroeconomic expectations are taken into account);
  
• Depending on the selected service package, tax cost optimization of the portfolio is also conducted, as well as annual calculation of the tax base based on the portfolio performance.

How to apply and get a consultation?

• By calling: +380 (97) 533-87-78 / WhatsApp / Telegram;
• Through the company's service application form;
  
• By writing to Email on the contacts page.

Prices for services of IQ Smart Capital:

Investing in your future starts with choosing the right investment partner. Find out how the cost of our services is determined by following the link below. Trust the professionals and start building your financial success right now!

- ✔️ Prices for Services!