What we don't do

Please be aware that we never make recommendations about “buy/sell” actions for particular stocks or other financial instruments. We focus on the performance of companies in a broader sense and on the condition of whole economies or specific sectors.

In the process, we take our trainees to another level by advising them on properly using financial instruments and derivatives to reach their goals and develop advanced professional investing strategies using many different concepts.

We also offer training on how to hedge personal portfolios and maximize gains by writing covered options against pre-owned assets or speculating on particular stocks using strategies such as momentum or swing trading.

As we always focus on clients' discrete needs, we prepare separate and specific agendas each time we have to deal with unique requirements.

By asking us to prepare reports, our clients can make wise investment decisions based on facts, statistics, and professional knowledge.

As we never work for the sell side, our research and analysis are free of bias, often skewed towards positive aspects. Our multidisciplinary reviews are objective, independent and exhaustive.

When we work on a project, we often hire local experts (Ph.D., CFA, MBA) to help us evaluate the gathered information, put it into a proper context, and 'connect the dots.'

It is possible to order a so-called “shared report,” which we offer to many of our clients, or a personalized report prepared solely to reflect a set of unique needs. Where this occurs, we can sign a mutual confidentiality agreement, which imposes high financial penalties for disclosing any part of such a report to anyone.