IMPLEMENT YOUR WEALTH MANAGEMENT STRATEGY

Add the
winning
ingredients to
your wealth management
strategy!

It couldn’t be simpler!

Thanks to its tailor-made approach, IRISOS is the ideal investment tool.


The whole system works to maximize your wealth. All you need to decide is which subscription is right for you.



Tell me more

A sensible approach to asset management

It is well known that because of personal biases or a limited understanding of the complex process, investors often have difficulty setting up a full-fledged asset management strategy on their own.

With that in mind, let us explain our framework for building your target portfolio, and how it all works.

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IRISOS, your investment partner.

The success of your personalized asset management strategy is based on finding the asset allocation that will result in a target wealth accumulation, at the level of risk with which you are comfortable.

Proceed with the following:
  1. Decide upon your required benefits
  2. Evaluate the hypothetical risk you are willing to take
  3. Establish milestones to meet as the plan progresses.

What we offer: A full-fledged wealth management strategy

IRISOS monitors selected companies through a number of key ratios, employing the following analyses:

  • Fundamental analyses
  • Investment trend analyses
  • Similarity analyses

Each security of a company is evaluated within the context of all relevant market information (top-down and bottom-up). Evaluating companies over various periods provides a historical perspective and reveals continuity.

Based on your investment guidelines, this information is put into context and assembled into a customised wealth management strategy. This strategy provides you with expertise on target investment trends, portfolio rebalancing, and risk management.

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We start growing your assets

In today’s complex investing environment, we transform knowledge to your advantage.

IRISOS delivers global market coverage and expert services. To help you achieve your investment goals, we offer and execute strategic mandates.

Our core services include the following:
  • Fully integrated asset management solutions based on secular growth trends
  • Customized solutions to meet your portfolio requirements
  • Single point-of-entry analysis for all equities

Discover customizable products and services to support your specific objectives.

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Value-added services

With the web platform, you get full transparency. Via our online portal, you gain access to analytical tools, street view, etc.

Reporting
  • Comprehensive reporting solutions for your strategy
  • Country, industry, and sector analyses
  • Easy-to-use dashboard analyses with real-time data

Consulting
  • In-depth, customised consulting engagements with thoughts on critical topics and upcoming challenges
  • Open discussions on all aspects of investments, including product choices and direction
  • Family style office environment

IRISOS, access to financial information is a right. Knowledge is power.