Advantages And Value Added by Pinvest

  • Personalized Investment Advice: Tailored investment advice aligned with client goals and needs
  • Fee-Only Structure: Transparent fee-only compensation model, avoiding conflicts of interest not receiving commissions from third parties by products sold
  • Proactive Investment Management: Continuous portfolio monitoring, adjustment and rebalancing to adapt to market conditions and client life changes
  • Access to Expertise: Seasoned professionals with expertise in various areas of finance and investments.

Technology

Pinvest offers high-quality reporting and analytical capabilities. The report categories include:

  • Portfolio Overview
  • Account Statement
  • Detailed Analysis by Asset Class
  • Transactions Report
  • Cash Flow and Liquidity Report
  • Portfolio Historical Performance
  • Risk Analytics
  • Geographic Exposure
  • Historic Performance
  • Fees and Commissions