Institutional Investors
Institutional global, multi-asset class investment management which spans traditional and alternative asset classes and strategies.
INSTITUTIONALFinancial Investment & Management
At Portanus Consulting we take a personal approach to meeting our clients investment and financial management needs. We believe that developing a long-term relationship will enable us over time to recommend the appropriate adjustments required to our clients financial planning strategy and achieve our clients goals.
Our approach
Our unique approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence.
This bespoke approach is serving clients needs in the areas of financial planning and wealth management. We provide clients with a comprehensive service management solutions.
Financial planning
Developing a financial plan is one of many services available from our financial advisors, who are focused on listening to client's goals and helping achieve them.
Asset management
Our multi-asset discretionary or advisory investment management is targeted toward the unique objectives of each client. Therefore, for each client a customized investment plan and asset management strategy is implemented.
Retirement planning
Our expert technical knowledge of retirement plans allows us to address plan design issues, perform plan and cost analyses, and present a custom solution to fit our clients' personal and business objectives.
