Personal investment consultation · €150
A clear investment plan for your situation.
Are you starting to invest, looking to review an existing portfolio, or considering professional management? I will assess your situation and give you a specific plan – what to keep, what to change and how to invest from here.
1
I am starting to invest – build my plan from scratch.
2
I already invest – review my portfolio.
3
I suspect there are problems – analyse risk and diversification.
4
I do not want to manage it myself – discuss professional management.
€150Personal consultation and a specific plan
€100m+in portfolios under professional management
10+ yearsof investing and market-analysis experience
Specificfunds, allocations and clear next steps
The solution is tailored to your capital, time horizon, goals and risk tolerance.
What you receive
One clear solution for your situation
Not general theory, but a plan you can put into practice.
€150
- Your goal, time horizon, capital and risk tolerance.
- Concentration, overlap and diversification.
- ETFs or funds, identifiers and allocations.
- What to keep, what to change and how to continue.
How can I help?
Choose what you need.
The consultation is tailored to your current situation.
Personal consultation – €150. Portfolio management begins with an introductory conversation.
01
I want to start investing
I will receive a strategy, allocations and a specific action plan.
02
I already invest and want a review
We will check whether my portfolio matches my goals and risk tolerance.
03
I have a portfolio but suspect problems
We will assess concentration, overlap, diversification and risk.
04
I have my own strategy
We will compare it with an appropriate benchmark and assess return and drawdowns.
05
I want professional portfolio management
We will discuss whether ongoing portfolio management is right for me.
You do not need to know the right strategy in advance. We can improve your existing portfolio, tailor one of the available strategies or create an individual solution.
What you receive in the consultation
A specific solution, not a general opinion.
One plan built around your goal, capital and risk tolerance.
01
Analysis of your situation and goals
We assess your objective, capital, time horizon and acceptable level of risk.
02
A portfolio and risk review
We check concentration, overlap, diversification and costs.
03
A strategy and action plan
We select an appropriate structure and clearly set out what to do next.
After the consultation, you will know exactly what to do next.
You can implement the plan yourself or continue with professional portfolio management.
Most popular strategies
See how portfolio structure changed long-term outcomes.
Adjust the amount, contribution and period. The strategy and benchmark are always calculated on identical terms.
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Both lines start with the same amount and receive the same monthly contributions.
Already have a portfolio or your own strategy?
We will identify what to keep and what to change.
We will compare your portfolio with an appropriate benchmark, identify risks and prepare a specific plan.
- I hold ETFs or funds – we will check overlap, costs and true diversification.
- I hold individual shares – we will assess concentration by company, sector, region and currency.
- I have my own strategy – we will compare its return, drawdown and recovery with an appropriate benchmark.
- I want to change direction – we will prepare a rebalancing and future-investment plan.
- I do not want to manage it myself – we will discuss professional management and ongoing oversight.
01
Identify the true composition
Asset classes, companies, regions, sectors and currencies.
02
Find the risks
Concentration, overlap and insufficient diversification.
03
Compare it with an appropriate benchmark
Return, maximum drawdown and recovery time.
04
Provide a solution
What to keep, what to change and how to invest from here.
Martynas Juška
Portfolio manager. The consultation focuses on a specific solution and how to implement it.
Personal investment consultation
Book a consultation if you want to know exactly what to do next.
The scope depends on your situation: a plan from scratch, a review of your existing portfolio, analysis of errors and risks, selection of a strategy or assessment of your own strategy.
€150one-off consultation and a specific plan
Portfolio review
Composition, risk, concentration and costs.
Specific products
ETFs or funds, identifiers and allocations.
Clear comparison
Return, maximum drawdown and recovery.
Action plan
What to change now and how to continue.
A selected historical strategy is not an automatic recommendation. The consultation adapts the solution to your situation.
Consultation booking
Leave your contact details and briefly describe what you need.
If you selected a strategy in the calculator, it will be attached automatically.
Methodology and risk
The strategy and its benchmark are calculated on equal terms, using the same starting capital and contributions. Historical results do not guarantee future performance; the final solution is tailored to your goals, time horizon and acceptable level of risk.
