Getting Acquainted

At Fortuna Select Fund, we place you at the heart of our process from the moment you become our client. We assign you a seasoned advisor whose priority is to understand your unique investment needs and goals. Through detailed discussions, we work together to clarify your objectives and assess your current financial situation, including liabilities, assets, existing portfolios, and future prospects.

Managing Risk

Your dedicated advisor collaborates closely with you to craft a personalized investment plan tailored to your individual circumstances. They ensure that the proposed portfolio aligns seamlessly with both your personal ambitions and financial targets. A thorough evaluation of your risk tolerance is undertaken, recognizing its critical role in determining portfolio performance over your desired timeframe.

In many instances, achieving outstanding returns while minimizing risk requires compromise, as investors naturally aspire to secure high returns with minimal exposure. Although we strive to strike this balance, it would be unrealistic to promise that such outcomes are always guaranteed.

Once your advisor has fully grasped your requirements, they will provide a comprehensive written summary of their analysis, along with a bespoke plan addressing any areas that need further focus.