One-Off Consultation + Report
$500 / session
One or more sessions on a specific question. Followed by a structured written report with conclusions, scenarios and recommendations.
Book →consultations
An independent view of your capital
Equities and real estate. A 60–90 minute session, a written report and a follow-up after 30 days.
why it is objective
I have sat on both sides of the table
For more than 10 years I worked on the side that sells investment products. Today I am on the side that buys. That is why I know how banks and brokers sell their products — and I help people make decisions without a conflict of interest.
Sell side · 10+ years
- Bond issuance and IPOs
- Dealer and broker
- Options market maker
- Managing Partner of Capital Times
Buy side · today
- Investor since 1995
- Founder of HUGS
- Creator of Agent HUGS
Your assets stay in your own accounts: I do not manage money or execute trades.
not just a call
A consultation is 30 days, not one hour
For $500 you get more than a conversation: a written plan and a check a month later on how it is working.
- Day 0 QuestionnaireGoals, horizon, current portfolio, key questions
- Day 1–3 60–90 minute sessionAnalysis of your situation and scenarios
- +3–5 days Written reportExecutive Summary, three scenarios, a 3–6 month plan
- Day 30 Follow-upWe review progress and adjust the plan
30days with you
Report structure
- 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
formats
Two engagement formats
Investor Mentoring
$5 000 / month
Long-term accompaniment: regular sessions, portfolio monitoring, prompt answers to questions, strategy adaptation to changing market conditions.
Discuss the programme →After the consultation, if needed: ongoing support from my team or Agent HUGS.
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.
Shall we discuss your situation?calmly, with no sales pitch
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.