By signing up for our investment advisory service, clients gain access to an individual investment advisor that will help to develop the investor’s investment strategy, provide investment advice, seek and source lending opportunities in the following categories:
Investments in closed or public bond issues through primary placements or secondary market purchases
Investments in the equity capital of companies through capital markets, investment funds, buyout syndicates, and venture capital deals
Creation of tailored investment portfolio of carefully selected index funds that are well-aligned with the prevailing global tendencies
We offer tailored investment advisory services to any investor with no minimum investment requirements for
a fixed monthly fee of EUR 99
Upon starting, we will conduct assesment of the client to be able to create a tailored investment strategy. For this service a one-time onboarding fee of 0.25% from the planned investment portfolio will be applied. The monthly subscription includes regular review of implementation of investment strategy, tailored investment offers, premium access to investment products distributed by Capitalia, as well as technical and advisory support. For new clients, we offer 3 months of free trial to test the provided services. For a separate fee, we are happy to provide investment analysis and recommendations on any investment products brought forward by the client.
Capitalia is the leading financer for small and medium enterprises in the Baltic sea region. Operating since 2007 we have financed more than 5000 businesses investing over EUR 100 million in their development.
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