Engagement models
Our consulting methodology and quality of work are the same for every client. The format depends on the size of capital.
Advisory
Personal consultations on your portfolio, market indicators, events and risk management methods. Position records and a calculation for each position. All work in the official chat.
Private
For substantial capital. Everything in Advisory, plus an individual rate for services, a quarterly written portfolio review, family accounts, consultations for the family office and for the next generation. Details after you apply.
The format is determined from your application and discussed individually. You do not need to choose it in advance.
Comparison
What is included
| Advisory | Private | |
|---|---|---|
| Consultations | Personal | Personal |
| When they take place | When market conditions are suitable | When market conditions are suitable |
| Contact | Official Telegram account | Official Telegram account |
| Payment for services | From realised profit | From realised profit |
| Rate for services | Standard, per the agreement | Individual, fixed in the official chat |
| Scheduled portfolio review | — | Quarterly, in writing |
| Family accounts | — | Several linked portfolios in one record |
| Family office | — | Consultations on integrating digital assets: decisions, access, records |
| Next generation | — | Introductory consultations for heirs: the market, risks, the family's risk frame |
By application only
Every application is reviewed individually. If your profile fits our work, we reply within three business days from our official email. After that, we will send you the agreement to formalise the cooperation — in the official chat.