L o a d i n g
What we do

Our Services

We offer a comprehensive range of services that aim to simplify and integrate your whole financial world.

 

Our Services

At Madelor, our services provide a clear perspective of where you are on your financial journey and are a resource you can regularly tap into to address all your financial matters in a coordinated way and ensure you are constantly moving closer to your goals and objectives.

Organize and simplify your financial world.

We believe in making your financial world as simple and efficient as we can by offering:

A single point of contact with a trusted professional who will oversee all matters and draw on the expertise of other Madelor specialists when needed.

A coordinated approach that addresses the demands of complex financial situations and needs.

A customized service tailored to your circumstances, needs, and situation.

A holistic strategic approach with a detailed overview of your wealth and investment plan to ensure you have a clear idea of what to do and how to move forward.

A Long-Term Financial Blueprint

The Madelor Financial Blueprint is a simple way to help you stay focused and on the right path as you progress toward your longer-term financial goals.

Financial Planning

Our financial planning professionals are highly experienced and capable of discussing all your goals, needs, and objectives, and are critical to our ability to provide well-rounded wealth management services.

In-House Research Expertise

Our in-house Research Team performs in-depth stock analysis, reviews economic and market conditions, and helps us construct portfolios well-suited to today's financial environment. What distinguishes us is our ability to arrive at independent decisions after carefully assessing available institutional and other research rather than simply following popular opinion.

Clear Communication

Clear communication is vital to achieving successful client relationships and a clear understanding of the direction we should pursue. As well as regular communication with a dedicated point of contact, your online account is accessible by phone, tablet, or laptop.

Estate Planning and Tax Considerations

If you do not account for tax implications and prepare your estate by following the rules applicable to your country of residence and the countries where you own assets, any good work you have achieved accumulating wealth can be seriously impacted, as can the legacy you leave your beneficiaries. We can point you in the right direction, but due to the intricacies involved, we do not provide legal or accounting advice, and you should always consult a lawyer or accountant for legal or tax-related matters.

Portfolio Suitability Review

Our portfolio suitability review provides a snapshot of your current investments by analyzing a range of measures, such as risk profiles, and providing our professional opinions. Understanding how an existing portfolio is suited to your needs, balanced, and weighted, is the first step in planning future investment realignment, reducing overweight holdings, and selecting appropriate asset classes.

Have an investment or planning question?

Get in touch.