Pratte Portfolio management is aimed mainly at affluent families, business owners and self-employed professionals as well as institutions, non-profit foundations and agencies.
Whether you need a specific advice for your asset allocation, or the best time to monetize your foreign currency, we can help. The management team is always at your disposal.
Our independence ensures that our recommendations are unbiased and are suitable for your personal needs.
A minimum investment of $ 100,000 is required to take advantage of our portfolio management service.
With a total investment of $ 500,000, we will include, in addition to our portfolio management service, a free wealth management service offered by Pratte, Financial services.
For more information, please contact us.