Investment Management

How It Works

Aravias is a financial planning and investment advisory firm. We look at the big picture concerning your finances by integrating investment management. When you start working with our firm, we become your «personal chief financial officer,» offering the resources to coordinate all of your financial needs.

We assist you in quantifying your hopes and dreams and in determining your tolerance for various types of risk. Based on your input, we will design and implement an investment policy by constructing a diversified portfolio of no-load mutual funds that will meet your risk tolerance, time horizon, and specific investment goals. We consolidate all investments in a single account to simplify accounting and tax reporting.

By simplifying the money management process, our relationship should save you time, lessen paperwork, and reduce your need to process massive amounts of often contradictory and misleading information. The benefits are reduced stress, a feeling of financial security, and the comfort of knowing that an objective, unbiased professional is taking responsibility for preserving and growing your capital.

Our support staff will deliver accurate and timely performance reports that you will find intelligible and useful. We will send you quarterly written descriptions of our investment outlook, including our views on interest rates, markets, and important social, political, and economic events that can impact portfolio performance.

Four Pre-Investment Steps

To attract a strategic investor, it is necessary to ensure the investment attractiveness and transparency of the client’s business (entity).

The success of investment activities depends on how well the business and the project are prepared to attract investment capital.

As part of the provision of investment consulting services, we provide assistance in support and execution of transactions for the sale of businesses, projects and individual objects.