Submit Your Portfolio for Analysis
We review your portfolio, liquidity constraints, and timeline to map the right fund-route path and next steps.
Overview
This service is built for investors who already have a portfolio—and want the Golden Visa fund decision to fit cleanly into it.
Send a high-level snapshot (not a full data room). We’ll assess liquidity, concentration, reporting burden, and timeline alignment, then deliver a clear memo and next-step plan.
How We Evaluate#
We evaluate the decision the way an investment committee would:
- Liquidity and timeline alignment with the ARI fund-route holding reality
- Concentration, currency exposure, and “single point of failure” risks
- Operational burden: KYC/AML readiness, reporting cadence, ongoing documentation hygiene
- Cross-border awareness flags (CRS/FATCA/PFIC considerations where applicable)
Not Sure Which Fund Fits Your Profile?
Share your timeline, risk tolerance, and tax situation — we'll match you with the right funds in under 2 minutes.
Deliverables#
You receive:
- A written memo with the key trade-offs and decision risks
- A recommended fund shortlist (plus a “why not” list where needed)
- A diligence question pack to use with fund managers and service providers
- A next-step recommendation: Strategy Session, Executive Summary, or Premium Advisory
Related Topics
Share Your Brief
Upload your portfolio snapshot and we will deliver a bespoke report within 72 hours—clear, actionable, and ready for stakeholder review.