Professional portfolio management · first conversation free of charge
Discover how your portfolio could be managed professionally
For when you do not want to select investments, follow the markets and continually manage your portfolio yourself. During the first conversation, we will discuss your situation, the management principles, potential costs and responsibilities, so that you clearly understand the entire process before making a decision.
- 10+ yearsof financial market experience
- €100m+in portfolios under professional management
- A clear processbefore you make a decision
✓ You will first receive a clear explanation of the process and answers to your questions.
The first conversation
Afterwards, you will understand how your portfolio could be managed
We will discuss not only your goals but also how professional management works, who makes the decisions, how risk is monitored, what costs may apply and what the next steps would be.
01
We discuss your situation
Your goals, time horizon, amount to invest, experience and acceptable level of risk.
02
The full process is explained
How the strategy is built, decisions are made, risk is monitored and the portfolio is reviewed.
03
The terms are discussed clearly
You learn about potential costs, responsibilities, required documents and next steps. You decide only once you understand everything.
Would you prefer to manage everything yourself?
Choose an individual investment plan with specific fund ticker symbols and allocation percentages.
Experience you can verify
Credibility comes from practice, not promises
I have worked in financial markets for more than a decade, manage investment assets professionally and share market insights publicly.
€100m+in portfolios under professional management
10+ yearsof investing and banking experience
Public appearancesDelfi, Verslo žinios and Investavimas.lt
First conversation
Let us discuss how your portfolio could be managed
Based on your goals, investment horizon and acceptable level of risk, I will propose a suitable investment strategy designed to balance your return objectives and risk.
What you will receive
- An investment strategy suited to your situation and level of risk
- A clear allocation across all asset classes
- A data-based analysis of the strategy’s return, volatility and historical drawdowns
- A comparison of how the strategy performed during different market periods
- A clear understanding of the fluctuations and potential losses you should be prepared for
- Ongoing portfolio monitoring and strategy adjustments as markets change
The first conversation is free and carries no obligation. We will discuss the management process and terms, and I will answer your questions.
