Our Services
Global Wealth Management
We adapt to each client’s objectives with personalized advice that adjusts the client’s profile. Our goal is to provide guidance throughout the process of account opening using our custody and settlement services and aid in buying and selling securities when needed.
Customized solutions
Once the client’s needs and goals have been defined, Firmus offers different options in regards to the asset management, allowing our experts to create detailed portfolios: The Discretionary Management Mandate (DMM) or Advisory Mandate (AM).
Explore one of our several customized solutions
The Navigator Portfolio aims to be resilient and outperform in different economic conditions, particularly in times of uncertainty.
This portfolio adapts to market changes and has a reduced vulnerability to economic shocks. It employs a proactive investment approach in navigating uncertainty around current global issues. It enables investors to respond to dynamic conditions, protect against downside risk, and seize opportunities for long-term financial success.
Independent advice
“As an independent broker-dealer, Firmus is committed to enabling Access to the “Best-in-Class” investments and Access to the best hedge funds. This assures the client total impartiality in the wide array of options our custodian banks and financial provides can offer”.
