At Naotsune Alliance, we believe in being transparent with our fees, and we offer a variety of solutions for your individual or institutional financial needs.
New-wave investors: We aim and prefer to assist from the get-go young families and professionals in starting their financial quest of securing their future. Our expertise turns client potential into financial stability through structured financial planning. We enjoy starting and building business relationships that span decades.
Wealthy Individuals and Families: This represents the core of our business: strategizing portfolios for high-net worth families and individual clients, who have worked hard to build their nest egg. Between the climax of their earning years and their retirement period, we employ our market know-how and strategies that support their financial goals.
We constantly monitor market cycles to optimize portfolio structure, thus developing a customized, yet diversified approach, destined to address client needs, regardless of portfolio size or asset level.
Naotsune Alliance Wealth Management provides comprehensive financial planning and wealth management services to high net worth individuals.
Naotsune Alliance Portfolios services are appropriate for those with less complex needs or smaller portfolios, those who are new to investing, and retirees.
Personalized client-service and support-teams are a hallmark of Naotsune Alliance.
Our most important responsibility to our clients is the provision of sophisticated investment expertise by identifying optimal market engagement structures based on their specific needs. To complement that effort, we balance volume and quality to churn out an exemplary client service and provide each client with a customized long-term team of customer assistance.
Client service managers oversee portfolio changes and review client objectives, they secure communication of the established investment strategies, provide reporting requirements and comply with requests for information and research. They lead dedicated groups and teams structured in accordance with client type and region, and communicate directly with portfolio managers to offer optimal response to every individual client need.