Financial Investment Consultant
Personalized investment strategy and asset portfolio structuring — without discretionary fund management.
Conscious investing instead of blind capital management.
Individual approach · global vision · independent decision control.
I help you structure your finances, define your goals and risk profile, and build an investment portfolio (5–10 assets) tailored to the current macroeconomic environment and your personal priorities.
You retain full control over your decisions.
My role — analysis, strategy, clarity, and education in the use of investment instruments.
ETFs · equities · bonds · crypto assets · real estate
Europe · Russia · Latin America · North America
15-minute introductory consultation — complimentary
Free introductory consultation — 15 minutes
This format is suitable if you:
• want to understand what you invest in and why;
• prefer not to delegate control of your funds;
• value structure, strategy, and independent decision-making;
• are ready to make informed investment decisions.
Suitable for both beginners and experienced investors.
What happens during the free consultation?
A short introductory conversation: you describe your request, I ask clarifying questions and immediately indicate whether I can be of help.
Will anything be sold during the call?
No. This is a format for mutual understanding, not a sales process.
Do I need to prepare any documents?
No. A general understanding of your situation and goals is sufficient.
In-depth consultation — 75 minutes
How does this differ from the in-depth consultation?
It is a full working session: analysis of goals, risks, time horizons, and initial investment structuring.
Will there be specific instruments?
Yes, examples of instruments and directions may be provided, without execution or fund management.
Is this suitable for beginners?
Yes. The format is adapted to the client’s level.
Investment portfolio creation
How many assets are included in the portfolio?
Between 5 and 10 assets, depending on the strategy and risk profile.
Do you manage the portfolio after creation?
No. I build the structure and logic. All decisions and actions are carried out by the client.
Can the portfolio be used across different countries?
Yes. It is structured with international applicability and jurisdictions in mind.
Comprehensive strategic investment plan
Who is this format for?
For those who want to build a long-term investment system, not a one-time solution.
How is this different from simple portfolio creation?
It includes scenario planning, strategy, education, and action logic across different market phases.
Is this a one-time service or ongoing support?
This is a deep one-time engagement. Ongoing support is a separate format.
Annual (ongoing support)
What does “ongoing support” mean?
You can reach out throughout the year for investment-related questions and strategy adjustments.
Is there a limit on consultations?
There is no strict limit within a reasonable scope.
Can I add ongoing support later?
Yes, it can be added at any time after the main service.
- Free introductory consultation — 15 minutes
- Investment portfolio creation— 75 MIN — $250
- Investment portfolio creation — $900
- Comprehensive strategic investment plan — $2 400
- Annual (ongoing support) $2 000 / $333 MONTH
Who is this not for?
Important before starting
My working format
How I work and who it is suited for
I work with a wide range of clients — from beginners to experienced investors.
However, my approach is not suitable for every objective.
This format may not be suitable if:
• you are looking for discretionary asset management or expect someone to invest on your behalf;
• you require guaranteed returns or specific outcome promises;
• you are not willing to make your own investment decisions;
• you view investing as short-term speculation without a structured approach;
• your primary focus is on highly specialized Asian markets (with the exception of certain areas such as crypto assets or specific financial hubs).
In all other cases, my role is to help you build a conscious and structured investment strategy — not to replace you in decision-making.
If I believe your needs are better served by another specialist, I will communicate this transparently and, if appropriate, refer you to trusted brokers, analysts, or investment advisors within my professional network — across Europe, Russia, Latin America, and North America.
Disclaimer / Legal Notice
The information and consultations provided on this website are for informational and advisory purposes only. They do not constitute personalized investment advice, an offer to buy or sell financial instruments, or asset management services.
The financial investment consultant:
• does not take client funds under management;
• does not execute trades on behalf of clients;
• does not guarantee returns or protection against losses.
All investment decisions are made independently by the client and under their full responsibility.
Any examples of strategies, portfolios, instruments, or scenarios are provided solely for educational and analytical purposes.
Investing in financial markets involves risks, including the potential loss of part or all of the invested capital.
Before making any investment decisions, clients are advised to consider their financial situation, investment objectives, and, if necessary, consult licensed professionals within their jurisdiction.
The consultations provided are based on independent analysis and do not replace the services of a licensed broker or financial institution.
