Strategic Advisory

The main aim of Advantage Financial’s strategic advisory service is customer satisfaction. This is achieved via a model geared to structuring portfolio strategy and financial activities for the best performance with the lowest acceptable risk profile.
Advantage advisors assist clients in defining their investment strategies – from client needs analysis, risk profile and financial objectives to identifying the most appropriate asset-allocation strategy.
Clients may also benefit from the Advantage team’s experience in optimized structuring of their assets, including setting up companies, trusts, insurance plans and decorrelated investments.

Investment Strategy

The Advantage advisory team assists clients in developing an investment strategy with clear, comprehensive goals. Identifying these goals produces a financial plan containing detailed asset allocation and a forecast growth plan with realistically assessed risk profiles, flows and exit strategies.
By identifying client goals, we can optimize and balance their investments and develop wealth management that reflects their financial needs: property, tax positions, life insurance and pension plans.
All this stems from our clients risk assessment, resulting in asset allocation that meets our clients’ short- and long-term needs.

Asset Planning

Optimizing an investment structure can be as important as defining the portfolio to achieve wealth management goals. Asset planning protects wealth and property over time against the uncertainty of the financial markets and changing legislation – shielding privacy and improving investment-management efficiency.
The Advantage team can assess the tax implications of every investment and asset-planning choice with the client.

Art Advisory

The Advantage Art service allows clients to invest in collectable assets with the assistance of a professional team of experts in financial and art advisory services and correlated markets. This model identifies the best portfolio structure, which aims to achieve the best performance over time.
Advantage Financial promotes Advantage Art Fund, an independent collectable asset fund.