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Investment Protection
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“Money is hard earned yet easily lost”
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Consider the benefits of being able to limit your potential “Downside Risk”, i.e. the risks associated with big stock market movements. Imagine also having the ability to “Lock In” gains in your portfolio.
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Automated Stop-Loss trigger
We can put in place an automated trigger to sell a fund should the value drop past an agreed predetermined point by the closing days prices – a 10% drop for example. Clients using this facility are automatically notified by email
Profit Lock-in protectors
Used in conjunction with automated stop loss triggers. When the value of a fund rises, the new high at close of business, becomes the base from which the revised stop loss trigger is applied.
Security of assets
Your money is only invested across funds that are held safely – underwritten by a triple A rated premier International Bank
Cyber crime
State of the art security embedded which safeguards your information and protects your assets.
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Market leading approach to Offshore Investment – POWERED BY – Upper quartile fund performance with fair transparent charges
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A selection of our Investment Managers
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Stein Personal & Corporate Planners
World Trade Centre
6 Bayside Road
1st Floor – Unit 1.02
Gibraltar
GX11 1AA
Office: +350 2000 8192
enquiries@stein-investments.com
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