At Neophire, we offer a range of investment options to suit different financial situations. Our entry-level managed portfolios begin at $5,000. For personalized advisory services and bespoke strategies, we recommend a consultation to discuss your specific needs and our corresponding investment thresholds.

We provide a comprehensive suite of services, including personalized portfolio management, retirement planning, wealth management for high-net-worth individuals, and strategic advisory for institutional investors. Our expertise spans across various asset classes like equities, fixed income, and alternative investments.

Risk management is central to our investment philosophy. We employ a multi-faceted approach that includes thorough asset allocation, diversification across different sectors and geographies, and continuous monitoring of market conditions. We also utilize sophisticated analytical tools to stress-test portfolios against various economic scenarios.

Our fee structure is transparent and competitive. Typically, we charge a management fee based on a percentage of assets under management (AUM). The exact percentage varies depending on the size of the portfolio and the complexity of the services provided. We believe in aligning our success with yours and are committed to providing value that justifies our fees.

Clients have 24/7 access to their investment portfolio through our secure online portal. We also provide detailed quarterly performance reports and conduct regular review meetings to discuss your portfolio's progress and make any necessary adjustments to your strategy.

We prioritize the security of your assets. Your investments are held with a reputable, independent custodian, ensuring they are segregated from our company's assets. We also adhere to strict regulatory standards and employ robust cybersecurity measures to protect your personal and financial information.

Communication with our clients is a priority. In addition to 24/7 online access, you will receive comprehensive performance reports every quarter. We also schedule annual or semi-annual review meetings and are always available for consultations should you have any questions or if your financial circumstances change.

Our key differentiator lies in our client-centric approach and commitment to bespoke financial solutions. Unlike larger firms that may offer standardized products, we take the time to understand your individual goals. Our team combines deep market expertise with a forward-looking perspective to build lasting, prosperous relationships with our clients.