Sandman Capital Advisors
We offer services to private clients and legal entities on an ongoing basis, or as a one-off advisory.
Independent financial advisoryInvestment Strategy
- We devote time to get to know your needs.
- We define the investment objectives.
- We take into consideration your taxation.
- We perform a study of your profile, as well as your initial financial situation.
- We develop a strategic investment plan.
Independent financial advisoryImplementation and Monitoring
- Based on the defined roadmap, we select the best investments within each asset class.
- Analysis and selection of investment products is essential, which takes place on an ongoing basis, both for direct investments and funds or ETFs.
- Periodic monitoring and control of the portfolio.
- We report results and profitability.
- We cut portfolio costs.
IndependentAd hoc advisory
- Participation in your investment committee, from an independent viewpoint.
- Global and independent investment proposal.
- Second opinion on investments.
- Criterion on financial markets.
- Risk analysis of a portfolio.
- Construction of a Private Equity portfolio.
- Selection of custodians.
- Personalized reporting.
- We consolidate all assets and liabilities into a single customized report providing an overall portfolio view and detailed positions for each entity.
- We provide transparency.
- We offer an online access for our clients so they can view their portfolio at any given time and in a comfortable way.