About - IQ Smart Capital

The values of IQ Smart Capital are revealed through relationships with our clients, partners, employees, government and the community as a whole. Responsibility, diligence, honesty, openness, mutual respect and trust are the values that we believe in, realize and put into practice in our work and in interaction with the community!

The goals of IQ Smart Capital are to create economic added value for our clients and partners, unlock the potential of our team, reward the perseverance and efforts of each team member to achieve the long-term goals of our clients! We want to create something more than just the sum of the individual terms! In a broad sense, we strive to obtain a synergy of knowledge, skills, accumulated experience and efforts aimed at achieving the goals and objectives of all our clients!

This is a set of professional services related to the management of assets of wealthy individuals, aimed at achieving their financial goals. This range of services may include financial and tax planning, portfolio management, risk management, investment strategy development, legal and tax advice, and other financial services.

Wealth management involves taking into account the individual financial, legal, family and other characteristics and circumstances of the client. Typically, the approach is based on the client's financial goals, investment horizon, risk tolerance, as well as special circumstances and requirements.

The specialization of IQ Smart Capital is revealed in the development of unique investment strategies aimed at obtaining expected returns using quantitative methods of risk diversification.

Our strategies are a combination of active and passive management methods, based on quantitative methods of capital allocation and portfolio parameters. Our main goal is to generate income and get a positive Alpha for the client!

IQ Smart Capital creates value for its clients through planning, developing and maintaining a system of up-to-date asset data for the client's portfolio, including risk parameters, profitability, economic historical and forecast metrics, such as SGR, Exp.Growth EPS, EVA, etc.

If certain parameters and metrics can be calculated, then they can be managed. In other words, we help our clients make smart investment decisions!

Before starting our cooperation, we recommend you to order a free consultation of a general nature to clarify financial, legal, family and other important circumstances. In order to become a client of the company, it is necessary to fill out the (1) Investor Profile Questionnaire (Investor Profile.PDF), (2) the Risk Tolerance Questionnaire (Risk Tolerance.PDF) presented on our website.

Then, after consultations and financial planning, it is necessary to clearly formulate the goals, the investment horizon, your expectations regarding the return on the investment portfolio. Subsequently, on the basis of this, the investor will need to make a decision regarding the specific list of assets that will comprise his portfolio.

The company's client can be novice or experienced investors who have the status of a qualified investor, who have reached the age of majority, who are not a citizen or tax resident of the United States. Citizens of the Russian Federation and Belarus, politicians, high-ranking officials, high-ranking civil servants cannot be a client of the company.

To conclude an agreement, it will be necessary to prepare and sign: (1) a copy of the internal passport; (2) a copy of the international passport; (3) a copy of the identification number; (4) an application confirming tax residency; (5) an extract from a brokerage account held in your name; (6) notarized written consent of the spouse (wife) to conclude the contract; (7) a statement confirming the status of a qualified investor.

The service agreement with IQ Smart Capital is concluded in writing and signed by an authorized representative of the company. The contract is signed in four copies (one copy for the client and his spouse, and two copies for the company). Usually a service contract is signed at a personal meeting in the office, but in special cases it is possible to sign the contract at the client's office.