“Minimizing downside risk while maximizing the upside is a powerful concept.” – Mohnish Pabrai
Our unique position in the market, places the power and speed of execution in our hands, providing us with a scalable solution that we can now make available to retail investors. Heeding the cries from our clients, we have concentrated on transforming Martin Schwartz from a successful research and analysis provider; to an investment manager.
Our dedicated team work meticulously with our established partners to seek and to maintain the safety and sustainability of your investment. Our partnerships enhance our professional and knowledgeable team, who will work to understand your needs and help you reach your financial goals.
If you want to invest in the stock market but you don’t have time to learn how to trade, then our Managed Equity Trading Account is what you need.
Your dedicated account manager will work with you to help tailor the most appropriate investment for your needs. When considering an investment for your portfolio, you must establish your desired risk parameters. This is something we discuss with each individual, as it could completely change the investment criteria and the way we approach the market.
All markets can be volatile and are exposed to risk. We provide a bespoke risk analysis and a vast array of risk mitigation strategies which will protect you from any dips in the market.
Our advisory service will analyse your risk profile and appetite for risk making sure that the investment provided is bespoke to you.