Portfolio diagnostics (up to 3 days): Price: $ 150 Current portfolio composition analysis (stocks/bonds/funds) Identification of main risks, analysis of liquidity Identification of concentrations and structural imbalances Preliminary assessment of portfolio alignment with financial goals Assessment of the portfolio's potential return Consultation on the diagnostic results up to 1 hour up to 1 hour up to 1 hour up to 1 hour Order Portfolio diagnostic If you pay for your chosen Private Investment Office package within 14 calendar days of the portfolio diagnosis, the cost of the diagnosis is credited toward the price of the service package! If you pay for your chosen Private Investment Office package within 14 calendar days of the portfolio diagnosis, the cost of the diagnosis is credited toward the price of the service package! Order Portfolio diagnostic
‹ Plan 1 / 4 START: $ 980 › IQSC - Private Investment Office START START: $ 980 Package VALUE VALUE: $ 2400 Package BUSINESS BUSINESS: $ 6 000 Package PREMIUM PREMIUM: $ 12 000 Package The IQ Smart Capital company provides - unique services for investors who want to invest wisely and steadily receive the necessary return on a long-term investment horizon! We help investors consolidate all assets into a single capital monitoring and management system, plan and build an individual portfolio for their own financial goals. Portfolio parameters: Consolidated portfolio size from $ 50K from $ 150K from $ 500K from $ 1.5M Capital is held across brokers, banks, funds and projects UKR / US / EU UKR / US / EU UKR / US / EU UKR / US / EU Investment regions (countries and economic areas) up to 2 up to 2 up to 4 up to 4 Pricing and payment: Service package price $ 980 $ 2 400 $ 6 000 $ 12 000 Offer agreement Service agreement Service agreement Service agreement Service agreement Payment terms (within 3 business days) 100 % 100 % 100 % 100 % Portfolio example in PDF Download PDF Download PDF Download PDF Download PDF Service delivery timeframe: Access to files and analytical materials Online Online Online Online Access and service duration 12 months 12 months 12 months 12 months Service frequency 1 time/year 2 times/year 4 times/year 4 times/year Risk-Profile assessment: Client's Risk-Profile assessment YES YES YES YES Risk profile consultation and explanation up to 1 hour up to 1 hour up to 1 hour up to 1 hour Opening a brokerage account and support: Assistance with opening an IBKR broker account YES YES YES YES Consultation and clarification on account settings up to 1 hour up to 1 hour up to 1 hour up to 1 hour Investment strategy development: Portfolio base currency USD USD USD USD Investment horizon (minimum term) 3-5 years 3-5 years 3-5 years 3-5 years Investment planning with inflation impact considered YES YES YES YES Target portfolio return calculation (% per year) YES YES YES YES Investment portfolio management style Passive ETF Core-Satellite Core-Satellite / Smart Beta Core-Satellite / Smart Beta Possible individual strategies: Value/Blended/Growth through ETF YES YES YES Capital allocation methodology: IQSC Asset Allocation YES YES YES YES Portfolio Return optimization: IQSC Portfolio Optimisation YES YES YES YES Portfolio Risk mitigation: IQSC Multi-level Diversification YES YES YES YES Adjustment of the current strategy (if necessary) Once a year Once a year Quarterly Quarterly Analysis of the investment region's macroeconomics Once a year Once a year Quarterly Quarterly Analysis of market trends and index dynamics Once a year Once a year Quarterly Quarterly Fundamental analysis of Stocks (public companies) Not included Once a year Quarterly Quarterly Fundamental analysis of Bonds (public companies) Not included Once a year Quarterly Quarterly Portfolio return scenarios (Base/Pessimistic/Optimistic) YES YES YES YES Calculation of expected portfolio return (% per annum) YES YES YES YES Consolidated portfolio composition: Number of assets in the portfolio up to 15 up to 25 up to 25 up to 50 Asset analysis prior to portfolio selection IQSC experts IQSC experts IQSC experts IQSC experts Stock Valuation Methodology for 1Y: IQSC Quant Factors Not included YES (for equities) YES (for equities) YES (for equities) Equity (public company shares) through ETF YES (up to 15) YES (up to 15) YES (up to 25) Fixed Income (bond market instruments) through ETF YES YES YES Index Funds / ETFs (equity market index-linked funds) YES YES YES YES Sectoral Funds / ETFs (equity market sector funds) YES YES YES YES Special Funds/ETFs (specialized funds with various focuses) YES YES YES YES Real Estate Funds / REITs / ETFs YES YES YES YES Gold Funds / ETFs YES YES YES YES Crypto Funds / ETFs YES YES YES YES Business projects / startups (investment support) Not included Not included from $ 500 from $ 500 Property development projects (investment support) Not included Not included from $ 500 from $ 500 Analytical support and client assistance: IQSC Investment Committee (decision-making support) Not included Not included Quarterly Quarterly Macroeconomic analysis and outlook (PDF report) Not included Not included Quarterly Quarterly 12-m forecast for currency exchange rates (USD/UAH/EUR/GBP) Not included Not included Quarterly Quarterly Access to the list of priority sectors in the US equity market Not included Not included Quarterly Quarterly Consultation on the economic situation Not included Not included up to 1 hour up to 1 hour Portfolio rebalancing: Portfolio rebalancing (calculation) Not included up to 2/year up to 4/year up to 4/year Tax burden optimization (calculation) Not included up to 2/year up to 4/year up to 4/year Individual consultations: Consultations on request (optional) from $ 150 from $ 150 from $ 150 from $ 150 Get a free online consultation (up to 30 min.): Investment AdviserSchedule a meeting Investment AdviserSchedule a meeting Investment AdviserSchedule a meeting Investment AdviserSchedule a meeting The duration of each consultation or online meeting within the selected service package is up to one hour.
