INVESTMENT ADVISORY SERVICES
With the Advisory Mandate, LFG+ZEST’s clients are directly involved in the implementation of the INVESTMENT PROCESS.
The Center of Competence over which LFG+ZEST built the company is available to third-party institutions that are looking for management know-how on specific asset classes and geographies.
Apart from talented professionals, proprietary quantitative methodologies (LFG+ZEST QUANT SCORING), in-depth qualitative companies assessment, and access to best-in-class market analysis, LFG+ZEST offers extremely modular and customizable investment advisory solutions based on each institution’s needs.
LFG+ZEST’s investment advisory services are designed to help you making informed and strategic decisions about your investments. LFG+ZEST works closely with you to understand your financial goals, risk tolerance, and time horizon, and use this information to create a customized investment strategy that aligns with your needs.
LFG+ZEST starts by conducting a thorough analysis of your current financial situation, including assets, liabilities, income, and expenses. LFG+ZEST then works with you to set specific financial goals, such as retirement planning, saving for a child's education, or creating a legacy for future generations.
Once LFG+ZEST has a clear understanding of your financial goals, it begins researching and analyzing potential investment opportunities. LFG+ZEST uses a variety of research tools and resources to stay informed about the latest market trends and economic conditions, and LFG+ZEST’s professionals are constantly monitoring the performance of your investments.
LFG+ZEST provides you with regular performance reports and updates to keep them informed of the progress of their investments. LFG+ZEST’s team is always available to meet you, discuss your portfolio, and make any necessary adjustment.
LFG+ZEST’s investment advisory services are designed for investors who want professional guidance and advice on their investments but want to maintain control of the final investment decisions. LFG+ZEST is dedicated to provide personalized service and expert guidance to help you achieve your financial goals.