Foreign Currency Exchange Trading (Forex)
 This is our specialty. This is one of the most exciting markets to be in anywhere in the world. The liquidity, the fast action and the profit potential are unequalled anywhere with very manageable risk. Whether you seek professionally managed accounts, want to open a self directed account, or want to begin to learn the business yourself and have the best of both worlds, we can accommodate you.
Swiss Annuities
This is one of the most attractive ways to structure an international investment portfolio. A Swiss Annuity is simply an investment portfolio of registered investments held in the name of a world class insurance company on your behalf (anonymity) in a major Swiss bank (security) and managed either by the specialists in the bank, or by an independent, seasoned asset manager, all of which is done within an ‘insurance wrapper’ which provides the exceptional asset protection and privacy elements of Swiss or Liechtenstein insurance laws. We can prepare a specific proposal custom tailored to meet your needs from our Swiss specialists in this field.
Precious Metals
No financial plan is complete without an allocation to gold, platinum and/or silver to hold value and hedge against inflation. We offer several options here for trading in the spot market, buying to hold, and buying warehouse receipts for stored values.
International or U.S. Equities
You may seek state of the art portfolio management, market analysis and trading execution from an internet platform with full support services for stocks and mutual funds. You may have a strategy and need professional portfolio management, or simply want to develop a strategy with your financial plan. We can provide world class asset managers and/or trading platforms with full support services. We can access any exchange in the world.
Hedge Funds
Hedge funds can make money in a bull or bear market whereas mutual funds are typically restricted to gaining only in a bull market. What happens when the market goes down? There are many types and portfolios and we can help guide you to the solid performers.
Real Estate
Nothing beats real estate for security and opportunity combined. We have special opportunities offering passive investors above market returns of 10% to 12% with up to 150% to 400% security on the dollar invested – the best of both worlds. Further, bargain acquisitions or credible development projects are always available for the right investor. Our connections are superb in this arena. We have identified several super ‘growth’ or tropical retirement paradise areas in international real estate and can guide interested parties in this arena.
Specialized International Funds
Emerging markets like India and China are fast becoming the darlings of the investment world. Such opportunities can be not only hard to find for some, but simply not accessible for others. We can zero in on good performers from reputable institutions.
Other Products
Space does not allow us to address all of the products available such as bond funds, annuities, options, CFDs, insurance products, indexes, futures, and the like but rest assured. If it exists, we can connect you !
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