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During my more than 30 years as an investment
executive, I've been responsible for hundreds of millions of dollars in client assets. In
working with many first-class banks and brokerage firms, I found that most of them are
active in all lines of the financial business, but none are good at everything. In
addition, the vast variations that exist in fee and commission structures, and the
conflicts of interest that beset the industry, call for caution. 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. Our fee is usually more than paid for by the cost savings we achieve. We have no other objective than to help you pick the best institutions and products for your specific goals, to keep your expenses under control, and, most important, to reduce your risk and enhance your potential return. We do not benefit from any of our recommendations and are therefore free of conflicts of interest. If this service is 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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