Services

Consulting & Mentoring

Personal work with an investment strategist with 30+ years of experience. Portfolio review, strategy, scenario analysis.

$500
/ session
Who It's For

Who This Consultation Is For

Investors
High-net-worth private investors who want to optimise their portfolio, reduce risk and build a long-term strategy.
Entrepreneurs
Business owners building personal wealth alongside their operational activities.
Traders
Active traders who want to improve their system, strengthen discipline and move to a more methodical approach.
Formats

Two Engagement Formats

$500
/ session
One-Off Consultation + Report
One or more sessions on a specific question. Followed by a structured written report with conclusions, scenarios and recommendations.
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$5 000
/ month
Investor Mentoring
Long-term accompaniment: regular sessions, portfolio monitoring, prompt answers to questions, strategy adaptation to changing market conditions.
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Process

How a Consultation Works

01
Application & Questionnaire
You fill out a short questionnaire: goals, time horizon, current portfolio, key questions.
02
Online Session
60–90 minutes via video. Structured analysis of your situation, scenario modelling, concrete recommendations.
03
Written Report
Within 3–5 business days — a structured document with a summary, recommendations and scenarios.
04
Follow-up
After 30 days — a short follow-up session to assess progress and adjust the plan.
Report

What the Report Includes

Executive Summary — key findings on 1 page
Diagnostics of current portfolio and risks
Three scenario projections (base, optimistic, pessimistic)
Specific recommendations per asset or asset class
Tactical action plan for 3–6 months
Key indicators to monitor
FAQ

Frequently Asked Questions

What is the minimum capital size for a consultation?
There is no minimum threshold. A consultation is valuable both for investors with a portfolio from $1M and for those just building their strategy.
What format does the consultation take?
Online, via Zoom or Google Meet. A standard session lasts 60–90 minutes. In-person format is sometimes possible.
How quickly can I get a consultation?
The first session is usually scheduled within 1–3 business days of your application. During busy periods — up to 2 weeks.
Do you give specific buy/sell recommendations?
Yes. A consultation is a concrete analysis of your situation with practical conclusions. Final decisions, however, always remain yours.
How does mentoring differ from a one-off consultation?
Mentoring is systematic work over 1–12 months: regular sessions, on-demand access to expertise, real-time portfolio monitoring.
Is confidentiality guaranteed?
Confidentiality is a mandatory condition. Information about your assets is never shared with third parties. An NDA can be signed upon request.
How is payment made?
Bank transfer (SWIFT/SEPA) or cryptocurrency (USDT/USDC). Payment is made before the session. An invoice is issued on request.
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Submit an Application

Describe your request — I respond within 24 hours on business days.

Disclaimer. Information provided in the context of consultations is educational and analytical in nature. It does not constitute individual investment advice. Any investment decisions are made by the client independently.