STADSPOORTASSET MANAGEMENT
We discuss your situation, wishes and expectations.
Your goals, risk tolerance and horizon form the basis.
We document our agreements and guide the setup.
We monitor the portfolio and discuss changing circumstances.
From your story to a concrete plan.
Our introductory conversation covers your goals, commitments and available wealth, as well as your knowledge, experience, risk tolerance and capacity for loss. Only then do we prepare a proposal. You have time to review it before deciding.
Before starting, you receive the management agreement and information on costs and risks. We guide the account setup. During our relationship we monitor the portfolio and discuss relevant changes. Please tell us when your personal circumstances or goals change.
Second opinion
We discuss your portfolio’s composition, diversification, costs and risks, and how it aligns with your goals and horizon. We need a recent portfolio statement and an understanding of your situation. Share financial documents only through an agreed secure channel.
A conversation does not oblige you to become a client. We agree the scope, required information and any costs in advance. A second opinion is a snapshot. Specific personal recommendations require an appropriate assessment of your overall circumstances.
Let’s get acquainted
Tell us what matters to you. We will make time.