The in-depth knowledge of the client, their needs and ambitions, personal and professional goals, allows the independent financial advisor to build and manage a diversified and proportionate investment portfolio capable of addressing inflation and market volatility: listening and dialogue are crucial elements to consolidate the relationship with the client and develop a proactive collaboration.

The independent financial advisor has no agreements with banks or investment houses: they operate without conflicts of interest – with autonomy and transparency – and assist the client in dealings with banks and brokerage firms (Securities Brokerage Companies) to oversee the suitability of proposed products and the fairness of contract conditions.

To seize interesting and advantageous opportunities, traditional financial investments such as stocks, bonds, ETFs, funds, and certificates can be complemented with alternative investments, not of a financial nature, in assets such as precious metals, artworks, and collectibles. By opening up to collaborations with highly specialized professionals who complement the consolidated investment services, the independent financial advisor offers a wide range of solutions that meet all the client’s expectations.