GAR EAFI Investment Advisors -Individual assets consulting
Advice individual assets personalized according to their risk profile and interests, equities and fixed income.
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Individuals financial assets

We advise our individual customers on their financial investments and make personalised recommendations according their risk profile and interests. Recommendations are made on equities and fixed income as well as mutual funds worldwide.

Portfolio profiles:

ASSESSMENT MODEL

CONSERVATIVE PORTFOLIO

  • 100% Fixed income

  • 0% Equity

Historical Performance Return

0,50% 4,50%
1 YEAR 3 YEARS

Minimum investment period: At least 1 year

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MODERATED PORTFOLIO

  • 70% Fixed income

  • 30% Equity

Historical Performance Return

-0,50% 8%
1 YEAR YEARS

Minimum investment period: At least 1 year

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BALANCED PORTFOLIO

  • 50% Fixed income

  • 50% Equity

Historical Performance Return

1,00% 10,00%
YEAR YEARS

Minimum investment period: At least 3 years

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BALANCED PORTFOLIO

  • 30% Fixed income

  • 70% Equity

Historical Performance Return

-4,00% 15.00%
YEAR YEARS

Minimum investment period: At least 5 years

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BALANCED PORTFOLIO

  • 0% Fixed income

  • 100% Equity

Historical Performance Return

-6,00% 18,00%
YEAR YEARS

Minimum investment period: At least 5 years

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