• Account Set up and management

Your account will be set up using one of the most advanced online trading platforms. You will have access to several features: watchlists, stock screening, real-time quotes, cash management, market research and news.

• Reporting and Analysis

Weekly portfolio performance reporting and account analysis. In addition, monthly and quarterly reports with account activity.

• Securities trading and Trade support

Simple and easy to follow trading techniques. Basic beginners system with trade support and network.

• Financial Advising and Consultation

Sound, client based advice and consultation tailored to fit your financial independence needs. Accessible by phone, teleconference, and internet.