SERVICES
Our Services
Slide and see the services we offer you
Portfolio Management:
We provide portfolio management services where they create and
manage diversified investment portfolios tailored to their clients´
financial goals, risk tolerance, and time horizon
Investment Advisory:
Goldfish Financial Firm investment advice and
recommendations on various asset classes, such as stocks, bonds,
mutual funds, ETFs, real estate, and alternative investments
Wealth Planning:
We can help clients create comprehensive wealth
management plans that take into account their financial objectives,
tax considerations, retirement planning, and estate planning
Risk Assessment:
We assess the risk profile of clients and develop investment strategies
that align with their risk tolerance and financial objectives
Asset Allocation:
We provide portfolio management services where they create and
manage diversified investment portfolios tailored to their clients´
financial goals, risk tolerance, and time horizon
Retirement Planning:
Assistance in creating retirement income strategies, calculating
retirement saving goals, and managing retirement accounts like
IRAS and 401(k)s
Tax Planning:
Offering strategies to minimize tax liabilities though tax-efficient
investment vehicles and strategies
Estate Planning:
Helping clients plan for the efficient transfer of assets to heirs, including
strategies for reducing estate taxes
Financial Education:
Providing clients with information and education on financial topics to
help them make informed investment decisions
Alternative Investments:
Offering access to alternative investments like hedge funds,
private equity, venture capital and real estate investment trusts (REITs)
Risk Management:
Advising on strategies to protect wealth through insurance products,
such as life insurance, disability insurance and long- term care insurance.
Asset Protection:
Developing strategies to shield assets from potential creditors and legal
liabilities.
Institutional Services:
Goldfish financial firms also cater to institutional clients, such a
pension funds, endowments, and foundations, providing investment
management and consulting services
Research and Analysis:
Conduction in-depth research and analysis of financial markets and
investments opportunities to identify potential investments options
Performance Reporting:
Regularly reporting on the performance of investment portfolios
and providing clients with insights into their investments´ progress
toward their financial goals
Customized Investment Solutions:
Creating tailored investment solutions, such as separately managed
accounts or customized mutual funds, for high-net-worth individuals
and institutions
Socially Responsible Investing (SRI):
Offering SRI or ESG (Environmental, Social and Governance) Investment
options for clients interested in aligning their investments with
their values
Trading Services:
Executing buy and sell orders on behalf of clients in various financial
markets, ensuring efficient execution and best execution practices
Regularly Compliance:
Ensuring that all investment activities comply with relevant
financial regulations and laws
Clients support and Communication:
Providing ongoing support and communication to keep clients
informed about their investments and marker develops