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Most corporations and individuals with sizeable portfolios need help. Our
team will analyze your investment requirements and preferences and see whether your
current strategy is appropriate, whether you work with the right institutions and whether
the fees you pay are justified. Special emphasis is given to achieving asset
diversification--by institution, by geography and by asset class. During my more than 30 years as an investment executive, I've been responsible for hundreds of millions of dollars in client assets. I've developed a very simple philosophy, which I believe distinguishes us from virtually all financial organizations:
A secondary objective of my firm is to share our knowledge. Our web-based Perspectives service provides access to our views on geopolitical, social policy and the economy to subscribers in more than 30 countries. We will offer this service "pro bono" as long as possible, but hope you will reciprocate by visiting our Book Sales page and by generously giving to our designated charities, Doctors Without Borders/MSF and Friendship Bridge. If our consulting services are of interest to you, please contact us at cal@cavelti.com We look forward to hearing from you!
Peter Cavelti |
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All information on this website is compiled by Cavelti & Associates Ltd. and
is based on sources considered reliable but is not guaranteed, nor in providing it, do
either Cavelti & Associates Ltd. or its owner, directors, employees or affiliates
assume any responsibility or liability. None of the contents of this website may be
reproduced without the consent of Cavelti & Associates Ltd., except that permission is
granted for normal and limited quotation if full credit is given to Cavelti &
Associates Ltd. and www.cavelti.com. |
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