VENTIRA provides investment management solutions to individuals, high net worth and ultra high net worth clients, and it offers both discretionary asset management and non-discretionary investment advisory services. Each client’s assets are managed in a separate account maintained at a Swiss bank. Generally, VENTIRA prefers its client relationships to have a minimum of USD 1’500’000.– of assets under management or under advise.
VENTIRA’s client portfolios are globally diversified across multiple asset classes. Accounts may include without limitation: equity securities, fixed income securities, limited partnership interests, mutual funds, exchange traded funds, hedge funds, structured product investments and other alternative investments consistent with a client’s objective, risk tolerance, reference currency, tax situation, investment time horizon and overall suitability. For the purpose of diversification, client accounts may hold non US dollar securities in markets outside the US.
Whilst generally VENTIRA makes investments with a longer time horizon, VENTIRA may recommend changes to allocations in an attempt to take advantage of conditions in the current economic environment whilst being sensitive to transaction cost and taxes, as applicable.