What does Glenstone Advisory do?
We help clients prepare to raise capital. Our services typically include:
- Client Assessment and Financial Goal Setting
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Risk Management and Insurance Planning
- Ongoing Monitoring and Adjustments
Why should you consult with Glenstone Advisory instead of doing it yourself?
Choosing Glenstone Advisory over managing your investments on your own ensures that your financial decisions are backed by professional expertise rather than guesswork. While personal, unprofessional decisions can be influenced by emotions and limited knowledge, our advisors use data-driven strategies and deep market insight to optimize your portfolio. This reduces risks and maximizes returns, something difficult to achieve without expert guidance. By trusting Glenstone, you ensure your investments are aligned with your long-term goals and managed with a level of precision that only professionals can provide.
What makes your investment plans so special?
Every client's financial journey is unique, but our process typically includes these key steps:
- Initial Consultation to understand your financial goals, risk tolerance, and current situation.
- Comprehensive Review of your existing investments, financial plans, and relevant documents.
- Strategic Discussion to clarify objectives and agree on the scope of our advisory services.
- Customized Financial Plan Development, incorporating tailored investment strategies with clear explanations to ensure you fully understand and "own" your financial plan.
- Ongoing Support, including regular updates and adjustments to your investment plan, with minor changes.
How does the process work?
Every client's financial journey is unique, but our process typically includes these key steps:
- Initial Consultation to understand your financial goals, risk tolerance, and current situation.
- Comprehensive Review of your existing investments, financial plans, and relevant documents.
- Strategic Discussion to clarify objectives and agree on the scope of our advisory services.
- Customized Financial Plan Development, incorporating tailored investment strategies with clear explanations to ensure you fully understand and "own" your financial plan.
- Ongoing Support, including regular updates and adjustments to your investment plan, with minor changes.
Where are your services offered?
Due to the borderless nature of modern technology, Glenstone Advisory offers its services globally! Through virtual conferencing and screen sharing, Glenstone Advisory can provide walkthroughs and demonstrations to any location in the world.
Where are you located, and how do you work with clients outside of your local area?
We are headquartered in Basel, Switzerland, and have consultants across Europe. We primarily communicate via phone, email, fax, and online meeting tools. In fact, we have never met half of our clients in person. If needed, we are available to visit you at your office for a day or two at a time.
How do you create a personalized investment strategy?
We start by understanding your financial goals, risk tolerance, time horizon, and current financial situation. Based on this information, we create a customized investment plan designed to help you achieve your specific objectives.
How secure is my information with your firm?
We take the security of your personal and financial information very seriously. Our firm employs the latest security protocols and technology to ensure that your data is protected at all times.
