THE CAPITALIUM ADVISORS ADVANTAGE
In our portfolios, we differentiate ourselves by strategic and candid "over-or-under" asset weights, dictated by our analysis of risks and financial markets. We complement this approach with a more tactical branch aimed at taking advantage of more sporadic opportunities, linked for example to movements in volatility or flows of financial assets.
We ensure a critical assessment of the structure of our clients' accounts, in order to define a management framework that is as efficient as possible. Our independence enables us to negotiate advantageous fee structures with our custodian banks. Thus, we direct our clients to those offering the best value depending on their unique investor profiles (eg buy-and-hold, active trading, asset size, vehicle choice).