DIY Portfolio Advisory
These services are tailored for self-directed individuals who value the freedom to manage their own investment portfolios but also desire the accuracy and insights that come from professional guidance.
“Financial Engineering, is to design the reliable solutions for private investor’s money, in the ever changing financial space.”
Mohamad Mrad
Is it for you?
Suffering Performance
Is your portfolio underperforming due to market fluctuations? Seek expert guidance to enhance your investment outcomes.
Decision Maker
Do you rely on friends’ tips and news for your investment decisions? Elevate your strategy to institutional-grade insights.
Portfolio Volatility
Want to stress-test your portfolio? Transform weaknesses into opportunities and strengthen your investment approach.
Portfolio Recovery
Has your portfolio value declined? Develop a robust recovery strategy to regain and grow your investments.
Guidance for Action
Paralyzed by over-analysis? Ready to convert hesitation into decisive action? Let’s streamline your decision-making process.
Substantial Portfolio
Is your portfolio worth over $250,000? Experience significant improvements after just one consultation session
Choose your package
Introductory Session
Book a deep-dive introduction session to analyze your current portfolio’s performance
and discuss your requirements and investment objectives.
Quarterly
- 3 months of advisory
- 10 direct 1 on 1 consultations
Semi-annual
- 6 months of advisory
- 22 direct 1 on 1 consultations
Annual
- 12 months of advisory
- 50 direct 1 on 1 consultations
What’s the process like?
At The Financial Engineer, we pride ourselves on providing exceptional DIY Portfolio advisory services. Our process begins with an assessment session, followed by strategy sessions and accountability follow-up calls to ensure your success. Let us help you engineer your financial future today.
Assessment Sessions
We deep-dive into your current portfolio, analyze your decision-making patterns, and define your objectives. Post-session, we’ll identify gaps and conduct offline research.
Strategy Sessions
We transform insights into an actionable roadmap, suggesting specific buy/sell strategies to optimize your portfolio.
Accountability Follow-ups
Scheduled follow-ups ensure strategy implementation and adapt to evolving financial scenarios. It’s a dynamic platform for strategy tweaks.
Unsure which package?
We offer an introductory assessment session as well, get in touch now!
