Investment
Advisory Services
Wealth Management
Calculated investment
Overview
Protecting Assets, Growing Assets, and Optimizing Taxes
The journey through financial planning and investment shouldn’t be done alone. Even the most financially minded individuals should use an advisory.
With our investment advisory services, our team strategizes with our clients to make calculated investment purchases. This may include both automated and personal assistance.
Investment advisory services come in a wide range or forms and at various levels of involvement. Some investors want a holistic portfolio management style while others want to target capital assets. Whatever investment style the account holder wishes to abide by, the account decisions will be made based on how well it fits within the portfolio.
We aren’t trying to take over your investment decisions. Barox International clients are typically finance professionals with significant market experience who are interested in benefiting from extensive knowledge of the market and network but wish to keep full control on the investment decisions. Whether you are well-educated in the world of finance or you are just hoping to earn money through simple investments, an advisor can be by your side, guiding you through every step of the way.
Managed Accounts
Managed accounts are accounts on which Barox International has full discretion to manage the assets according to a pre-agreed risk profile.
Advisory Accounts
Payday shouldn’t be someone’s only cash flow. Build your assets, grow your wealth, and strengthen your portfolio.
FX Advisory
We can handle spot transactions, forward transactions, FX swaps, futures, options and structured products in all leading currencies.
Investment Strategy
Pay less on taxes through select asset classes, ways to hold assets, moving wealth offshore, and making the most of credits or deductions.
Handcrafted solutions created for your unique needs.
By looking at your current financial situation and your future goals, we will create a unique plan to get you from point A to point B efficiently. Make predictions about what can happen in the future, including cash flow, asset values, and withdrawal plans with our one-of-a-kind financial planning strategies.