Cales Investments Services

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.