What Cales Investments Offers You:
- Independent Portfolio Evaluation
- Show us your latest Customer Statement from your broker and we will evaluate if your current portfolio is consistent with your investment objectives.
- Investment Strategies
- Give us your investment goals and the amount you wish to invest; we will then suggest an appropriate portfolio and discuss it with you.
- Portfolio Management
- We will monitor your portfolio and - if the conditions require - recommend adjustments.
- Global Asset Management
- If you have investments abroad, or if you wish to engage in international investments, we will assist you in finding the right asset mix.
- Introduction to Foreign Investment Banks
- A number of our European affiliates are investment banks, which will give you valuable and confidential investment advice.
- Online Account and Market Information
- We provide the tools to track your portfolio and monitor the financial market online, 24 hours a day.