Investment Management
We serve high-net-worth individuals, and foundations, providing investment management services and offer investment products to achieve investment goals and financial well-being.
Our process is designed to help you understand where you are today and what steps to take in pursuit of your goals.
At Finswift Text Inc., we have been continuously transforming the traditional money management industry, in order to open the financial markets to everyone, everywhere.
We serve high-net-worth individuals, and foundations, providing investment management services and offer investment products to achieve investment goals and financial well-being.
We provide a variety of services to bring investors together with projects and organizations in need of capital.
We’re helping clients build a treasury of the future and powering software partners to enhance their offerings.
We precisely provide value in those areas that matter. We assist portfolio companies in developing and executing strategic growth, building the board and executive management team, exploring capitalization structures, pursuing growth mergers and acquisitions, and enhancing market presence.
Our goal is to empower investors with the tools and resources they need to create great businesses and help them to build their legacy. We measure greatness in the ability of a business to generate solid returns, not for years or even decades, but for generations. Our team is your team. Your success is our success. We are more than just a company… So are you.
Read MoreWe are a brokerage firm with a high degree of social responsibility.
to trade in financial markets with foreign currencies, shares, indices and commodities safely, using the most common trading platforms worldwide. We believe that every intelligent person is capable of making own decisions on their finances. That is why we teach our clients how to work in financial markets towards their own benefit, giving them a unique opportunity to manage their finances in their own way.
At Finswift Text Inc., we seek to provide a truly unique experience that sets us apart from other wealth management firms. We believe there are several reasons why our firm stands out from the rest:
At our firm, the client always comes first. We are in this business to serve others and make a positive impact on their lives. With a passion for helping people, we enjoy building lifelong relationships with our clients and guiding them along their financial path.
When creating your financial strategies, we address your entire financial picture, from your short-term and immediate needs to your long-term goals. By offering comprehensive and integrated advice, we strive to provide clarity regarding your financial path and help you feel confident in your future.
As an independent firm, we are not confined to proprietary products or sales quotas. Rather than focus on selling products, we are more concerned with building relationships and creating thorough and comprehensive financial strategies that address your short and long-term goals.
We are a team of dedicated and experienced professionals specializing in wealth management and financial planning. Beyond our internal team, we partner with CPAs, attorneys and advisory groups that provide us with advanced departments for further insight.
We utilize advanced, comprehensive financial planning software to better serve you. Using blockchain, a dynamic wealth management tool, you can organize your financial documents, clearly see your accounts and strategies (as well as your progress and up-to-date status). This tool provides us with the ability to show you real-time financial planning and interactive scenarios of various financial outcomes, depending on how you choose to invest or what goals you want to achieve.
We provide you with 24/7 of satisfactory services.
We strive to offer clients a higher level of personalized attention, customized strategies, and frequent communication and events.
Build your portfolio with us, let's get started!.
