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OPERATIONAL MODEL
If you can't explain it simply,
you don't understand it well enough
Albert Einstein
by working with the client as partners we aim to increase their assets
- Local presence gives you the opportunity of physical collaboration with your Financial
Consultant & Investment Specialist
- There are no closed doors for you assets. We give you the opportunity to keep your
wealth around the world, anywhere YOU choose. The bank A/C belongs to you, the client
- For us, you are unique. Tailor-made propositions adjusted to your short & long-term goals,
combined with your prior experience
- Οngoing monitoring & portfolio readjustment to derive the optimum results, based
on your investment strategy.
SAFE is responsible for giving you advise for your assets in an optimal way. Usually, this involves a profiling of your personal and financial circumstances, along with any plans you may have that are relevant to asset planning.
Based on the profiling result, we will provide you with and investment strategy suitable to your needs, which will be implemented by using the appropriate investment instruments.
your independent-external
financial consultant
external
financial
consultant
client
bank
keeping
full control
of your portfolio
While you benefit from all
our services, you are still
the final decision maker
on your investments.
active
monitoring
We regularly contact you
to exchange ideas on
your portfolio, based on SAFE's principle of active & systematic portfolio advising.
reliable
associates
We provide impartial
support for all your
investment activities
proactive
advice
Always acting in advance
to offer an individual
portfolio management.
communication
SAFE ADVISORS Investment Services S.A.
7 Granikou Str., Maroussi, P.O. Box 151 25, Athens, Greece, Τ: +30 210 6109528 F: +30 210 6199648
Company Regulated by the Hellenic Capital Markets Commission
HCMC Registration No: 7/711/14-05-2015
REGISTER No: 135237960000