Customized investment solutions for HNWIs and UHNWIs

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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Focusing on the Long-term Investor's attention

Maximising returns through Individual Strategies

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.

Managing inflation risks for Long-term stability

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).

Optimal diversification for maximum opportunities

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.

Developing a Strategy can cost less than annual inflation of 2%

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.