Services
Thegeoeconomy offers its customers assistance on everything related to the management of family and business money.
Social security and inheritance planning, tax efficiency and asset protection insurance are particularly important. Here are the main services offered:
INVESTMENT AREA
• Check up of portfolio
• Securities valuation and intermediary valuation
• Management of portfolios
• Wealth Management
• Treasury management companies, associations, foundations, local banks and non-profit organizations
PLANNING AND CONTROL AREA
• Supervision of external consultants
• Tax planning and control
• Estate planning
• Social security planning
• College Planning
• Employee Stock Option Planning
REAL ESTATE AND FINANCING
• Real estate planning and management
• Making credit exposures more efficient
• Support in finding funding
• Assistance in mortgage appraisal
Each customer must have their own risk/return profile. Below we publish the main features of three optimal model portfolios. We will call these portfolios MY SUPERPORTFOLIO PREMIUM.
MY SUPERPORTFOLIO PREMIUM are model portfolios with strategic and tactical management control. The objective is to diversify globally its investments in bond, equity, gold and commodities markets. Moreover, they are flexible portfolios because, depending on market conditions, they can provide for a more or less substantial percentage of liquidity.
