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Old School vs The new…

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“Money is hard earned yet easily lost”

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The Stein way…

Fair and transparent

Focus on growing your wealth

Giving access to the best independent investment houses

Exclusive access to our handpicked “Stein best of breed portfolios” 

Your own dedicated Managing Partner

Help protect your wealth with automated “Stop Loss Triggers”

Help protect your wealth with automated “Gains Protectors”

Have capped initial charges at 1.5% 

Charges  that reduce the more you have with us 

Provide access to Investment Funds at institutional rates (Clean)

No charge to change funds 

No front-end fund charges

No exit penalties – not locked in

No commission on funds chosen – eliminating bias

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How does your provider compare?

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Much of what we do is reviewing clients existing investments in order to provide them with a “Financial Heath check” on their investments. This in-depth analyses helps clients understand their options and associated cost, benefits, disadvantages and risks associated with any potential transfer to Stein. After considering – many clients move their Investments or portfolio’s to Stein, usually because clients wish to benefit from reduced charges and the potential for higher returns…

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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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