ASSET MANAGEMENT
TAILORED ASSET MANAGEMENT
Our goal is to always ensure personalized financial solutions, which result from a deep understanding of our clients’ financial situation and goals. Each client is paired with a personal advisor who works to discover and build a flexible investment plan which can be amended in order to reflect bigger life changes such as retirement and expatriation. Our primary objectives are always twofold: ensuring our clients augment their source of income by following a steady cash flow approach while reliably building wealth and securing investments over a given period. Our comprehensive services are tailored to a lifetime of different requirements. We offer the advice and plans necessary to build and protect wealth for the medium to long term.
INDEPENDENCE
As an independent advisor, we include a range of investment options for our clients wholly free from the constraints so often imposed by outside pressures. The vast majority of the assets we manage are in carefully selected individual securities. It is the level of investment solutions and its independent asset management that allows us to customize stronger plans for our clients.
SECURITY
Most of our clients prefer to increase their wealth through conservative, low-volatility investments. To meet their needs, we develop appropriate strategies, utilizing carefully selected investments. Invest Sante SCA follows a value-oriented investment approach with a strong focus on constant and predictable cash flow as well as an exclusion of investments that lead to loss of purchasing power.
FOCUS ON CONSTANT, PREDICTABLE CASH FLOW
Our clients have unique financial pictures and we work to build a cash flow approach that works to meet their long-term needs. We work to create investments that offer a constant source of income, as accurately estimated and forecasted as possible. This cash flow can take many forms, depending on the type of investment, but we never look at short-term results. Instead, we always create sustainability where possible.
