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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 40 years in the investment business, I've been responsible for client accounts ranging from one million to well over one billion dollars. I've developed a very simple philosophy, which I believe distinguishes us from virtually all financial organizations: • We are fiercely independent and free of any conflicts of interest; • Beyond our advisory fee, we will not benefit from any of our recommendations; • Our recommendations will always be based on a client's needs and objectives; • We will think outside the box—global change is not a threat, but an opportunity; • We will work hard to keep fees and expenses under control. At Cavelti & Associates Ltd. we try to share our knowledge base with our clients. Our regular strategic updates, coupled with hundreds of research essays, many of which have been published in major financial media, address the complex geopolitical, economic and social policy issues which have such influence on today’s investment scene. If our services are of interest to you, please contact us at calconsult@cavelti.com. We look forward to hearing from you! With kind regards,
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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