Our Services
At Consultogenic, we specialize in providing comprehensive investment solutions tailored to meet the unique financial goals of our clients. Our team of seasoned professionals combines extensive expertise with market insights to deliver unparalleled service across a wide range of investment offerings. Below, you will find an overview of the services we offer, designed to empower you on your investment journey.
1. Investment Advisory Services
Our investment advisory services are designed to guide you through the complexities of the financial markets. We focus on creating personalized investment strategies that align with your risk tolerance and financial objectives.
What We Offer:
- Personalized financial planning
- Portfolio construction and management
- Risk assessment and management strategies
- Market analysis and recommendations
Price: Starting at $1,000 per year, depending on portfolio size and complexity.
2. Wealth Management
Our wealth management services provide a holistic approach to managing your financial life. We work with individuals and families to help them preserve and grow their wealth through tailored investment solutions.
What We Offer:
- Comprehensive wealth assessments
- Estate planning strategies
- Tax optimization solutions
- Investment monitoring and reporting
Price: Fees are typically 1% of assets under management annually, with a minimum investment of $500,000.
3. Retirement Planning
Planning for retirement can be daunting, but with Consultogenic by your side, you can be confident about your future. We offer a range of services to help you save, invest, and maximize your retirement income.
What We Offer:
- Retirement account setup and management (401(k), IRA, etc.)
- Distribution planning and strategies
- Retirement income projections
- Social Security optimization advice
Price: $750 for a comprehensive retirement plan.
4. Investment Education Workshops
Knowledge is power in the world of investing. Our educational workshops cover various topics to equip clients with the information they need to make informed investment decisions.
What We Offer:
- Fundamentals of investing
- Understanding financial markets
- Advanced investment strategies
- Personal finance workshops
Price: $150 per participant; group rates available.
5. Private Equity Investments
For those looking for higher-risk, higher-reward opportunities, our private equity investment services provide access to exclusive investment opportunities in private companies.
What We Offer:
- Access to early-stage companies
- Due diligence and valuation services
- Investment monitoring and reporting
- Exit strategy development
Price: Management fee of 2% of committed capital, plus a 20% carry on profits.
6. Real Estate Investment Consulting
Our real estate investment consulting services help clients navigate the competitive property market, whether they are looking to invest in residential, commercial, or industrial properties.
What We Offer:
- Property acquisition strategies
- Market analysis and feasibility studies
- Property management solutions
- Portfolio diversification strategies
Price: $1,500 per project, depending on property size and location.
7. Tax Strategy and Planning
Effective tax planning is crucial for maximizing your investment returns. Our tax strategy services help minimize tax liabilities while aligning with your overall investment strategy.
What We Offer:
- Tax-efficient investing strategies
- Preparation of tax returns for investments
- Assessment of potential tax liabilities
- Advisory on tax changes and implications
Price: $500 for basic tax strategy sessions; complex cases may incur additional fees.
8. Customized Financial Reporting
Transparency and understanding are key aspects of our investment services. We provide customized financial reporting that suits your individual needs, helping you stay informed about your investments.
What We Offer:
- Monthly or quarterly performance reports
- Detailed investment holdings analysis
- Personalized commentary on market trends
- Annual reviews and outlooks
Price: $300 per report, with discounts for bundled services.
9. Risk Management Services
Understanding and managing risk is essential for successful investing. Our risk management services will help ensure that your investments remain aligned with your objectives, even in volatile market conditions.
What We Offer:
- Portfolio analysis and stress testing
- Market risk assessments
- Hedging strategies
- Ongoing risk monitoring and reporting
Price: $1,200 for a comprehensive risk assessment.
10. Business Investment Services
For business owners looking to enhance their investment strategy or secure funding, our business investment services provide expert guidance and support.
What We Offer:
- Business valuations and assessments
- Strategic investment planning
- Funding strategy development
- Investor relations support
Price: Services start at $1,500, subject to project complexity.
Conclusion
At Consultogenic, we are dedicated to helping our clients achieve their investment goals by providing reliable and effective strategies tailored to their specific circumstances. Our suite of services covers all aspects of investment management, from financial planning and wealth management to education and risk assessment.
To learn more about how we can assist you in your investment journey or to discuss your specific needs, we invite you to reach out to our experienced team today.