Independent financial advice
Even in Italy, for some years now, it has been possible to adopt the engagement models widespread in the most advanced countries from a financial point of view for investment services.
Relying on an independent financial advisor means finally being able to disengage from the logic of selling products to have a personalized service with high added value.
A professional who knows the trend of the markets and advises the most appropriate and consistent actions. My approach is based on a distinctive investment strategy compared to that proposed by most financial intermediaries that distribute investment funds and offer solutions for the management of liquid assets. Several years of analysis have led me to understand that trying to beat the market as bank managers propose to do is very difficult, as the price trend is determined by countless variables that escape the control of the individual. Identifying the best times to enter the market at the lowest levels and exit at the highs and, in this way, beating the average index, is very risky and often results in an unprofitable result. The products used to make active management are in fact very expensive and this leads in the long run to load the portfolio with costs also for the application of transaction fees on the trades made in purchase or sale. A passive approach that uses simple and inexpensive market-following tools often proves to be much more efficient in the long run both in terms of costs and final results.
Our 4-step working method
We define together the objectives and evaluate the most appropriate methods and tools
Let’s make a reconnaissance of the client’s financial situation
Starting from the information collected we develop a personalized and detailed proposal
Project start-up and activities in progress
We develop the investment project, constantly monitor it and inform the client about the performance
Forget the old way of doing financial advice. With HVM Finance you pay only for the service offered
We are aligned with the needs of our customers
The activity starts from the analysis of the portfolio to evaluate the returns obtained with respect to a market reference similar to the composition of the securities present within it. Subsequently, the costs incurred by our customers are highlighted in order to then formulate an alternative proposal that involves the use of more efficient tools with the aim of saving and maintaining an expected return in line with expectations. The use of simple strategies that aim to replicate a market reference, leads to prefer for a part of the assets instruments that follow the market trend and create, over time, a significant capital thanks to the continuous reinvestment of the profits generated by the securities in which you have chosen to invest. The parcel, negotiated according to the needs of the customer, varies according to the assets and the complexity of the management required. The information exchanged with our clients is covered by the obligation of confidentiality that is the basis of our professional approach.
Dr. Alessandro Vannucci
Rubens Street 10
Do you want more information?
Contact me if you want to get a financial checkup or want more information about the services offered