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dollarex

MANAGING INVESTMENTS

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When we decided to set up our operations 25 years ago, we had a list of principles that we all stood by, as co-founders…

 

They did not change a bit. It was and still is a distinct desire to deliver complex, 360° investment consulting services, that would of fill any gap in any business’ daily, monthly and yearly financial operations…

 

With the help of our investment advisors hundreds of small, medium and big companies were able to achieve results, such as:

 

  1. Steady year-by-year growth
  2. Spring back from a recession or market value drop
  3. Ill-conceived IPO turned into a golden share IPO
  4. Investments risks eliminated, billions of dollars spent more efficiently

 

… and so much more!

 

With that in mind, we continue to implement our expertise to help hundreds of companies more!

WE VALUE:

Holistic Approach

 

We are positive that the end goal of increasing your value can be achieved only through diligent managing all possible aspects of your portfolio, such as assets, property, real estate, businesses and everything else… That makes our investment company one of the few on the market, who recognize the need to go full-cycle!

Risk-free Options

 

When it comes to a dangerous and risky business of investing, we take an approach that is data-scientific and risks-proof. The precision with which our team of experts manages to arrive at the best advice for managing your assets and money is worldwiade known and is proven by the portfolio of our impressive clients!

Scalable Solutions

 

With all the volatility that a modern business faces and with all the pressure that just keeps on hitting, sticking to a short-term financial projection for too long is too dangerous… Once again, taking a scientific-like approach to data analysis, we are able to predict when the time comes to change either the tactics or the strategies of your mind game.

MEET THE TEAM

Lily Granger

 

While Lily works here only 10 years, her efficiency allowed us to name her a Senior manager of our biggest portfolios…

Diane Mist

 

Before joining our experts’ vast team, Diane was the Behavioral Finance Specialist at Warclays Americas and London teams in 2007.

Timothy Dumbledore

 

What Timothy does to company is what our clients call “fiscal magic”. He is an accomplished pro regarding any investing gamble…

Average y-b-y growth our clients businesses show 9%
Average assets growth thanks to our services 89%
Number of our returning clients 99%

Do you have an MBA or similar-grade degree in Economics, Finances, Accounting, Business Management, Corporate Management or Investments? Then we need You!

CAREERS

FAQ

Q: CAN I USE THE MONEY FROM MY INDIVIDUAL RETIREMENT ACCOUNT (IRA) FOR INVESTING?

A:  If you have previously set up a “self-directed” individual retirement account (IRA), then you will be able to store alternative assets within your tax-deferred plan, including private placements in venture capital. As with any IRA investment, a self-directed account has built-in, tax-deferred growth– meaning that you would not pay capital gains taxes on the growth of an investment until you are of retirement age and begin to withdraw the funds, presumably at a lower effective tax rate.

Q: WHO QUALIFIES AS AN ACCREDITED INVESTOR?
Q: WHO QUALIFIES AS AN ACCREDITED INVESTOR FOR COUNTRIES OTHER THAN THE US?

THIS IS A PERFECT PLACE FOR YOUR COMPANY CONTACT WIDGET, WITH A BUILT-IN FEEDBACK FORM!

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