Individual consultation and investment plan · €150
Get a clear investment plan with specific funds and allocation percentages
I will analyse your situation or existing investment portfolio, assess its return, risk and potential drawdowns, and after the consultation you will receive specific funds, their identifiers, allocation percentages and a clear sequence of actions.
What you will receive
- An assessment of your situation and investment goals
- An analysis of your current portfolio’s return, risk and drawdowns
- A comparison with a strategy suited to your needs
- Specific funds, their identifiers, allocation percentages and an action plan
€100m+in portfolios under professional management
10+ yearsof financial market experience
€100m+in portfolios under professional management
4.9 out of 5client rating on Paslaugos.lt
From problem to solution
Suitable whether you are just starting out or already investing
We begin with your situation, not with a preselected product.
01
You have not started investing yet
You want an investment plan built from the outset around your goals, time horizon and acceptable level of risk.
02
You already have investments
You want to understand how your portfolio has performed, how much risk you are taking and what should be changed.
03
Your investments lack an overall strategy
You want to bring separate investments together into a clear, long-term portfolio structure.
Exactly what you receive
A specific investment plan, not generic advice
01
Assessment of your situation
We assess your goals, time horizon, current capital, regular contributions, financial commitments and acceptable level of risk.
02
Portfolio diagnostics
We review the return, risk, drawdowns, diversification, costs and weaknesses of your current portfolio.
03
Comparison with a strategy
Using the same metrics, we compare your portfolio with a strategy suited to your needs and risk profile.
04
A specific action plan
You receive the funds, their identifiers, allocation percentages, the order in which to buy or make changes, and a clear approach to ongoing portfolio maintenance.
Client feedback · 4.9 out of 5
What clients say after the consultation
Client experiences
How it works
A simple route to a clear decision
First, I gather the information about your situation. I then carry out the analysis and prepare a specific solution.
1
You provide your situation
Briefly describe your goals, available capital, investment experience and current investments.
2
I carry out the analysis
I calculate your portfolio’s results and risk, then compare it with a suitable strategy.
3
We discuss the results
During the consultation, we review the figures, level of risk and a potential portfolio structure.
4
You receive a specific plan
You receive the funds, their identifiers, allocation percentages, sequence of actions and principles for ongoing maintenance.
Analysis example
How are the portfolio and strategy assessed?
During the consultation, your portfolio is assessed by its return, volatility, maximum drawdown and recovery time. Below is a specific example of a balanced strategy.
Portfolio value growth
- Bottom of the global financial crisis
- COVID-19 pandemic
- Inflation and the interest-rate hiking cycle
| Metric | Balanced strategy | S&P 500 ETF |
|---|---|---|
Average annual return | 11.27% | 10.66% |
Standard deviation | 9.87% | 15.40% |
Maximum drawdown | −10.50% | −50.80% |
Recovery time | 1 year 1 month | 4 years 5 months |
Why compare it with the S&P 500?
A balanced strategy may invest in different asset classes, so this is not a comparison of two strategies with the same level of risk. The SPDR S&P 500 ETF is shown as a widely known and easily understood benchmark for the US equity market.
Your consultant
Martynas Juška
I am a portfolio manager with more than 10 years of experience in investing, banking and financial planning. In my professional role, I manage more than €100 million in investment assets.
Frequently asked questions
What to know before booking
Exactly what will I receive after the consultation?
You receive an investment plan with specific funds and their identifiers, allocation percentages, the order in which to adjust the portfolio, and the key return and risk metrics.
Can you analyse my existing portfolio?
Yes. We assess how your current portfolio performed in different market periods and compare it, using the same metrics, with a strategy suited to your needs.
Is this consultation suitable if I have not started investing yet?
Yes. We can begin with your goals, time horizon, available capital and acceptable level of risk, and then build a clear investment plan.
Will all of my assets be assessed?
Yes. All of your assets are considered within the context of your overall financial plan. Detailed recommendations and the proposed structure are prepared for your securities portfolio.
Is the calculated return guaranteed?
No. Historical testing helps you understand portfolio behaviour, drawdowns and the range of past results under the stated assumptions. It is not a forecast or guarantee of future returns.
How much does the consultation cost?
The individual consultation and the investment plan prepared afterwards cost €150.
Individual consultation and investment plan · €150
Get your individual investment plan
I will assess your current financial situation, investment goals and acceptable level of risk. During the consultation, we will clearly discuss how you should invest from here and which strategy is best suited to you.
What you will receive
- An assessment of your current portfolio or situation
- A specific investment plan and asset allocation
- A comparison of the strategy’s results, risk and largest historical drawdowns
- Clear next steps: what to buy, change or keep