Independent Financial Advice

The Firm provides independent financial advice tailored to the individual investor.

Our mission is to support clients in achieving their financial and asset goals, taking care of their wealth and applying best practices shared in modern academic doctrine and professional practice.

We design and implement investment plans based on global multi-asset portfolios, with a focus on risk management and long-term results.

The Firm is completely independent from intermediaries and issuers and thanks to this operates completely free from conflicts of interest.

Investment Philosophy

Our investment philosophy is to build efficient financial portfolios that adequately reward risk, within a personalized investment plan defined on the basis of clients' objectives, time horizon, and financial situation. The goal is to maximize the probability of achieving clients' financial, asset, and personal goals, using the best practices developed in academic and professional fields.

"Having a goal and objectives is the first step; sticking with them and staying on course is the next." - Garry Kasparov

Financial Planning

Financial Planning does not just mean investments. We develop specific financial plans tailored to our clients' needs, from managing financing and cash flow to estate, pension, insurance, and succession planning, as well as the creation of business plans.

BOOK AN INTRODUCTORY APPOINTMENT FOR OUR SERVICES AND A FREE ANALYSIS OF YOUR INVESTMENT PORTFOLIO

Marco Galli is an Independent Financial Advisor, registered with the Single Register of Financial Advisors with resolution no. 1109 of 23/05/2019.

Marco Galli is a CFP® (CERTIFIED FINANCIAL PLANNER™) professional.

Marco Galli is a member of and supports NAFOP, the Association of Independent Fee-Only Financial Advisors.

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