All you need to know about Investment Smart design studio and how to get Support.
We take a number of precautionary measures to ensure that the personal details of our investors are held in absolute confidence and are securely stored so as not to be accessible by unauthorized persons.
You can become a part of the company by creating an account from the registration page.
An Investment Advisor is a professional that works for you to create an investment portfolio that is best suited to meet your individual needs. Not all Investment Advisors are created equal. It is important to choose an Investment Advisor who can meet your specific needs and deliver solid returns with good service.
We support the following funding methods:
Investors’ funds are held in segregated accounts, meaning completely separate from the company’s accounts. Investors’ funds are kept by ICC Intercertus Capital Limited in first class banks.
Your account will be managed by a professional money manager. We monitor the financial markets every day and regularly review your portfolio to ensure that an optimal blend of investments is being used to meet your individual goals. This provides our clients with many benefits, including more time to pursue what really interests them.
We have no conflicts of interest that could adversely affect your portfolio performance. Unlike many brokers and other financial advisors, we receive no compensation from brokerages or mutual fund companies for investing in their funds. Our only goal is to find the best investments available to meet your objectives.
Three. We have offices in Australia; USA; Switzerland.
The answers on most common questions are described bellow.
Currently, our minimum account size is $1,000 , although under some circumstances we will accept accounts less than $1,000. More important, however, than satisfying a minimum account size criteria, we are looking for long-term client relationships. It is important to us to establish a relationship with our clients where we are satisfied that our investment style will meet your needs over the long run.
Our strategy is based on a long-term disciplined approach to investing. After reviewing your Client Profile and completing the client interview process, we can develop a portfolio and asset allocation strategy to meet your individual needs and tolerance for risk. We use tactical asset allocation in our ongoing management of your portfolio.
Your funds are held in segregated accounts, and you withdraw it as you would from any custodial or brokerage account.
Depending on the deposit method, wire deposit usually takes between 3 to 5 working days, depending on the sending bank while other methods take less. Once we received the funds in our account, they will be deposited into your trading account. Please contact support@Vertex Investmentfinance.com, in case you have been charged with the deposit but funds are not showing in your trading account.
No. You can withdraw any remaining balance in your account that is not currently being used to secure open trades, however, please note, if the requested amount is lower than the processing fee, we won’t be able to proceed with the request.
There is never any obligation to stay with our program. So in the unlikely event that you are not completely satisfied, you may terminate the relationship at any time by notifying us immediately.