GARD ASSETS

Financial legacywithhonesty and precision

Discreet Portfolio Management and Strategic Planning

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About Gard Assets

Gard Assets is a professional portfolio management company created with the objective of growing clients' wealth and revenues, as well as building their financial and institutional legacy.

We preserve our clients' privacy and confidentiality, developing our business through high quality service and ethical standards.

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Services

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Portfolio Management

  • Portfolio structuring, according to the client's individual preferences, risk tolerance and return goals
  • Selection of investment targets through a proactive search & selection process and a scrupulous due diligence
  • Planning investment & exit strategies based on market trends and target company's development cycles
  • Representation of investors on Boards of directors of investee companies, ensuring strategic management control and oversight
  • Creation of local investment management teams and their oversight in locations of strategic investments
Read more about Portfolio Management
Financial reports and cash-flow plans laid out across a meeting table

Financial planning

  • Personal and corporate financial plans including month-by-month cash flow and strategic capital allocation plans
  • Individually developed legal structures aimed at meeting the clients' personal and corporate objectives, mitigating risks and optimizing taxation
  • Fractional CEO/CFO or advisory assistance ensuring smooth execution of the financial plans
  • Financial performance analysis, forecasting and risk mitigation plans based on multiple development scenarios
  • Representation of client's interests before banks, financial institutions, investors and lenders
Read more about Financial planning

Sectors

Core

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While generating profit is the goal of any commercial activity, there are a few core principles that we place above any financial gains:

  • There is no amount of money that justifies compromising honesty.
  • The client will know all they need and all they want to know about their project in due time and required detail.
  • Every number in our consolidated reports can be justified by a precise and detailed breakdown based on original documents and data.
  • When needed, our management teams micromanage projects that require their particular attention.
  • Information about the results we get belongs to the clients, who decide to which extent we have to make it public, if ever.

Advantages

Contact

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Our financial advice is based on well-researched data and multi-scenario forecasting models.

We make financial decisions with a quiet mind, regardless of how turbulent the external events are.

We reply to every enquiry personally.