Asset Management

Asset Management

At Movantis Investment, we apply a common-sense approach to managing the money you trust us to invest. Our ultimate goal is to help you preserve and grow real capital value over the medium to long term, along with the income it generates. Following an in-depth discussion, we will structure a portfolio that best meets your stated investment objectives. By understanding your personal circumstances and attitude towards risk, we formulate a mix of asset classes designed to meet your expectations.

We believe that the ability to perform well in any economic environment is essential, and that a sound, diversified portfolio is the most effective strategic approach to achieving this. As a result, we offer all our clients the opportunity to diversify their portfolios across multiple asset classes.

Our business philosophy is built on the belief that every client is unique—regardless of the amount of capital they invest—and should be treated as such. Our holistic approach to wealth management considers your entire financial picture, enabling us to create an investment structure aligned with your individual needs and goals.

Upon request, we offer comprehensive financial advice, including:

• Financial position analysis
• Protection planning
• Retirement and estate planning
• Tax planning

We also coordinate with your existing professionals—such as accountants or attorneys—as needed. Together, we create a tailored strategic financial plan and investment portfolio to help you meet your long-term goals and obligations.

We provide ongoing monitoring and regular reviews to track your progress, making adjustments as needed in response to evolving market conditions or changes in your personal circumstances. We understand that priorities shift over time—depending on your wealth accumulation, life stage, economic climate, or tax laws—and that’s why we develop flexible strategies tailored to you.

At the core of our investment approach is a “top-down” analysis of the economy and financial markets. We begin with a broad economic outlook and then analyze industry sectors to identify those best positioned to benefit from current conditions. We apply rigorous screening techniques based on strict criteria to identify potential investment opportunities.

Each opportunity undergoes in-depth fundamental analysis focused on business quality, balance sheet strength, cash flow, and growth potential. This process ensures we only consider secure and sustainable investments. The final step is valuation—because we believe it’s essential to invest in assets trading at a discount to their long-term fair value.

Only investments that meet all aspects of our selection process are considered for inclusion in your portfolio. Our aim is always to balance risk and potential return according to your individual preferences. Every client has their own definition of risk, and by understanding yours, we build portfolios tailored to both your time horizon and risk tolerance.

At Movantis Investment, our portfolio design reflects sound judgement, strategic insight, and a commitment to your long-term financial success.!