How I Work
A structured method in 5 phases, built on transparency, listening and expertise.
We clarify your circumstances, priorities and expectations, then assess whether the service fits. This conversation does not include actionable investment recommendations.
The 5-phase journey
The proposal considers goals, horizon, financial circumstances, knowledge and experience. We discuss risks, liquidity, costs and scenario assumptions.
Introductory meeting
About 30 minutesAbout 30 minutes, with no obligation
We clarify your circumstances, priorities and expectations, then assess whether the service fits. This conversation does not include actionable investment recommendations.
- In the office or by video
- Goals and main liquidity needs
- Documents that may be needed next
Review of circumstances
Timing agreed according to the documentsInformation and documents to gather
I review investments, commitments and resources relevant to the agreed goals. Specialist tax, legal and pension matters require the relevant professionals.
- Map of disclosed assets and debts
- Portfolio consistency and concentrations
- Available pension records and assumptions to check
Proposal and discussion
Dedicated meetingAlternatives, risks and terms
The proposal considers goals, horizon, financial circumstances, knowledge and experience. We discuss risks, liquidity, costs and scenario assumptions.
- Reasons for the proposed solutions
- Cost information before joining
- Time for questions and alternatives
Implementation
According to the agreed transactionsAgreed transactions
Any engagement follows the intermediary’s contractual documents. Transactions require the applicable authorisations; timing and availability depend on the instruments and accounts involved.
- Service and product documents
- Procedures and deadlines
- Intermediary confirmations and statements
Periodic review
Frequency defined by the serviceReassessing goals and assumptions
Where included in the service, we review the portfolio and plan at the agreed intervals. Please report family, employment or liquidity changes: they may affect decisions.
- Reporting under the contract
- Checking consistency with goals
- Discussing and authorising any changes
The principles that guide my work
Alternatives, risks and terms.
Selection criteria and open architecture
The intermediary’s open architecture allows me to consider solutions from different asset managers within its available offering. I compare alternatives in relation to objectives, risks, costs and liquidity. Investment advice is provided on a non-independent basis.
Information before joining
Costs, charges and conflicts of interest are described in the service and product documents; we discuss them before proceeding.
Personal relationship
We agree how to communicate, what information to share and when to review the plan. Urgent operational needs should use the intermediary’s appropriate channels.
Goal-based approach
I assess choices against goals, horizons and the ability to bear losses. The plan needs review when these conditions change.
Before deciding
Limits to consider
- • Invested capital can be lost
- • Simulations depend on assumptions
- • Liquidity differs across instruments
- • The service follows the signed agreement
What I offer
- • Map of disclosed assets and debts
- • Portfolio consistency and concentrations
- • Available pension records and assumptions to check
- • Periodic review
Verifiable references
- • Entries in public registers
- • OCF n. 633610
- • RUI IVASS E000751426
- • Service contract documents
Tell us about your goals
Indicate the topics you would like to discuss at the first meeting.
Your details
Data is used to handle your request, including through technical providers, as described in the privacy notice.
Let's get to know each other
About 30 minutes, with no obligation. We clarify your circumstances, priorities and expectations, then assess whether the service fits. This conversation does not include actionable investment recommendations.
Or call me: 340 775 5132