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Individual investment strategies for long-term investors
IQ Smart Capital provides tailor-made strategy development services for wealthy clients with a significant portfolio size. We offer a comprehensive approach to your financial goals, calculate and determine your risk tolerance, understand your goals, investment horizon, take into account expected inflation and, based on this information, develop a unique investment strategy.
We pay special attention to the strategic structure of the portfolio, geographic and sectoral diversification. We will be able to help make decisions regarding assets, provide our vision of macroeconomic processes and sectoral trends.
For wealthy HNWI and UHNWI clients, IQ Smart Capital can act as a strategic partner and consultant in economic forecasting and planning. We will be able to develop a strategy that balances your financial goals and the possibilities of the stock market.
At the same time, we are ready to provide high-quality analytics and advice on a quarterly basis, with periodic reassessment of risks and portfolio parameters.
You can find out more useful information about investing in US and European stocks on the main page of our website. Please make a request for a consultation on the service Individual Strategies for HNWI and UHNWI, and our managers will contact you as soon as possible!
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Our classical and advanced investment strategies are tailored to achieve your life goals. We develop investment plans tailored to each of your goals, taking into account individual risk and return parameters, as well as the breadth and depth of diversification.
We offer you a wide range of investment instruments, including stocks, bonds, ETFs, and other investments. For long-term goals such as retirement or children's education, you can include stocks of companies with long-term stable growth prospects, such as Apple (AAPL), Microsoft (MSFT), Visa (V), Amazon (AMZN), and Alphabet (GOOGL).
For short-term goals, such as buying land or a car, you can also add stocks of companies with high dividend yields, such as Coca-Cola (KO), Procter & Gamble (PG), Johnson & Johnson (JNJ), AT&T (T), and Exxon Mobil (XOM). Our goal is to help you build an efficient portfolio that meets your financial needs and life goals.
When forming long-term investment strategies, we don't forget about the impact of inflation on your portfolio. Considering its influence, we provide you with tools to protect your capital from purchasing power losses.
Developing a strategy considering expected inflation helps maintain and even increase your real returns in the long run. We recommend including investments in your portfolio that can benefit from inflation, such as real estate, infrastructure stocks, and inflation-linked bonds.
To protect against inflation risks, stocks of companies in strong sectors such as consumer goods, technology, and healthcare are also useful, including companies like Walmart (WMT), Microsoft (MSFT), Johnson & Johnson (JNJ), Procter & Gamble (PG), and Pfizer (PFE).
Diversification is an essential aspect of successful investing, but excessive diversification can lead to missed opportunities. We will help you determine the optimal balance between risk and potential returns, taking into account your goal and risk concentration preferences in the portfolio.
Establishing minimum and maximum weights per position in the portfolio will help you effectively manage risks. In addition to stocks from various sectors of the economy, the portfolio can also include bonds of different risk levels, ETFs, real estate, and other assets.
Our goal is to help you create a well-balanced portfolio that provides you with maximum growth opportunities and protects against potential losses.
Effective management of your investment portfolio will cost you much less than the losses from annual inflation in US dollars. A properly developed strategy will help you minimize risks and maximize opportunities for the growth of your capital.
We offer a personalized approach to strategy development, considering your goals, risk tolerance, and investment horizon. Our team of experts is ready to help you create an investment plan that meets your needs and ensures financial stability in the future.
Development of an individual strategy, taking into account all the parameters of the portfolio required for the investor. Strategies for Wealthy Clients!
Development of unique solutions based on quantitative and qualitative factors! Diversification by asset classes, regions and economic sectors.
Our Approach:
First of all, we understand and respect the financial goals of our clients. To do this, we discuss your needs and take into account your tolerance and appetite for risk. In a way, we are also trying to dissuade clients from a simplistic understanding of the market and provide a deeper understanding of the broad possibilities of the stock market. As a partner in the world of finance, IQ Smart Capital strives to create value for its clients through technology and knowledge in the field of finance and investment! Before concluding an agreement, we advise our clients, study their financial situation and the possibilities of long-term, successful and mutually beneficial cooperation.
Our Advantages:
We use a competent fundamental approach, modern analytical tools to develop strategies and implement the tasks of our clients! In our work, we focus on the stock market and ETFs of different asset classes, as these financial instruments provide an opportunity to achieve your goals and get a higher return per unit of risk than the broad market. We mainly use long-term Relative Return Strategies, the purpose of which is to obtain a higher return per unit of risk, or to obtain a similar return, but with less risk. We use a unique risk analysis and management system, which makes it possible to provide a stable return on investment and the optimal level of risk that is most suitable for our clients in the medium- and long-term period.
Benefits for Clients:
Clients of IQ Smart Capital can take advantage of modern wide opportunities of the stock market, have their own independent and unique investment portfolio that can cover average annual inflation, can provide high efficiency and stable results in in the medium- and long-term period. A unique risk monitoring and management system allows us to adapt а current investment portfolio in advance to future changes in the economy. It also allows us to achieve a truly stable return on investment, depending on the strategy, goals and investment horizon!
Professional Financial engineering and Risk management of Portfolio investments. Research and Analysis of the stock market, Investment in US and European stocks. Development of Quantitative Investment Strategies, Smart-Beta Strategies and Relative Return Strategies.
Studied investment management and finance at MIM-Kyiv Business School. Studied at Tepper School of Business at Carnegie Mellon University (USA).
Many years of business management experience, entrepreneur with 25 years of experience. He has an MBA degree from Business School MIM-Kyiv, Master of Laws, specialist in financial and banking law.
Zair Iusupov
CEO and Chief Investment Strategist
Private Wealth Management, Development of Investment Strategies and Investment Advisory
When developing an investment strategy based on your life goals, the key aspect is considering your individual financial situation and risk profile. Based on this, appropriate assets can be selected for your portfolio. For long-term goals such as retirement or children's education, it is advisable to consider investing in stocks of companies with long-term stable growth prospects, such as Apple (AAPL), Amazon (AMZN), Microsoft (MSFT), Alphabet (GOOGL), and Facebook (FB). For short-term goals such as purchasing real estate or traveling, investing in less risky assets such as bonds or dividend-paying stocks of companies with stable income, such as Coca-Cola (KO), Procter & Gamble (PG), Johnson & Johnson (JNJ), McDonald's (MCD), and Walmart (WMT), may be considered. The main thing is for your strategy to be adapted to your unique goals, timelines, and risk comfort.
One of the main dangers for investors is the loss of purchasing power due to inflation. To combat this risk, long-term investment strategies that provide capital growth exceeding the inflation rate should be applied. Asset diversification plays a key role in this process. Investing in stocks of companies with high growth potential and dividend income, such as Visa (V), Mastercard (MA), Berkshire Hathaway (BRK.B), Tesla (TSLA), and Nvidia (NVDA), can help preserve and increase your capital in the long term. Additionally, consider investing in inflation-protected bonds (TIPS) or real estate, which can provide additional protection against inflation and increase the stability of your portfolio.
For investors with high net worth (HNWI and UHNWI), the key issue is ensuring broad and deep portfolio diversification to reduce overall risk and ensure income stability. This can be achieved by investing in various asset classes, including stocks, bonds, real estate, alternative investments, and more. In the equity portion of the portfolio, it is recommended to include stocks from different sectors of the economy and regions to minimize systemic risk. For this, consider stocks of companies from cyclical sectors such as Boeing (BA), Caterpillar (CAT), and Ford (F), as well as defense sectors such as Lockheed Martin (LMT) and Raytheon Technologies (RTX). Additionally, investing in funds and ETFs, such as Vanguard Total Stock Market ETF (VTI) and SPDR S&P 500 ETF Trust (SPY), will allow you to achieve maximum breadth and depth of diversification.
