In the process of consulting and coaching, we first listen to our clients' needs and set the goal together. We analyze the current situation and detect the elements that hinder good results. If the problem is on the side of the costs, we teach our clients how to detect and minimize these fees (most of them are not clearly stated). If the problem is on the performance side, we help our clients developing a macroeconomic view, and we adjust the portfolio consequently. We follow up with our clients through daily or weekly briefings and we use Bloomberg to help them understand and navigate financial markets successfully.
We are specialists in restructuring portfolios in bad shape. During this process we share our experience and insights, we devise a strategic plan to recover and then ascend to the goal, together with our clients.