WHO WE SERVE
- We create, execute and manage the investment strategy of your surplus cash and short term holdings.
- We develop high yielding, low risk strategies that primarily provide safety of capital, yield capital gains and maximum liquidity.
- We help develop financial efficiencies within your business:
- Tax structure
- Group Benefits plans
- Commercial banking relationship
- Debt restructuring
Families and High Net Worth Individuals
HNWI families have engaged us in managing their wealth and to act as their Family Investment Officer, generally through referrals or arising from prior experience with us as Corporate Investment Officer of their business:
- We provide a highly personalized wealth management service to HNW families
- Create, execute and manage the investment strategy of your wealth
- Execute thorough and detailed risk assessment of your portfolio
- Provide execution and risk management and insurance needs, tax and estate needs as well as banking relationship
- Succession Planning - Generation Planning
- Retirement Planning
- Have an exceptional idea - we can help you through the process of sourcing capital partners and guide you through the commercial aspect of your business
- We manage your wealth, provide guidance and help better structure your affairs
- We will also help maximize your career by utilizing our network
We determine suitability on a case by case basis, contact us to explore our services …
Copyright © 2015 Ahmet Jakupi Financial Services. All Rights Reserved.
Private Wealth Management - Investment Management - Financial Advisors
Incorporated under Wagner Jakupi Financial Solutions Inc.