NON-DISCRETIONARYFINANCIAL ADVISORY
Tailor-made analysis and strategies.
And you always retain full control over your investments.
Income Capital Management’s Non-Discretionary Financial Advisory service is aimed at qualified investors who wish to receive analysis, recommendations and strategic support, while retaining complete autonomy over their investment decisions.
We do not directly manage clients’ capital or operate on their behalf: our role is to provide expertise, methodology and control, helping you in a completely independent manner to make informed decisions that are consistent with your risk profile.
WHAT WE OFFER
Consultancy services based on methodology and discipline, designed to offer technical and strategic support to those who wish to optimise their portfolio while maintaining full operational control.
Every activity is personalised, documented and traceable.
Our advisory services include:
Portfolio analysis
In-depth assessment of composition and returns.
Strategies and recommendations
Suggestions on instruments and operational tactics consistent with the client's profile.
Investment Policy Statement (IPS)
Definition and updating of the personalised strategic document.
Monitoring and reporting
Periodic review of performance and adjustment of recommendations.
Review sessions
Periodic meetings to review objectives and operational strategies.
HOW IT WORKS
Our approach consists of four distinct and verifiable phases. The entire process is documented, shared and updated periodically to ensure maximum transparency and traceability.
In detail:
INITIAL ANALYSIS
We assess your financial situation, objectives and risk tolerance.
CUSTOMISED STRATEGY
We work with you to define the operational plan and Investment Policy Statement (IPS).
OPERATIONAL RECOMMENDATIONS
We provide guidance on instruments and tactics consistent with the strategy.
MONITORAGGIO CONTINUO
We update reports and recommendations based on market developments.
OUR PRINCIPLES, ROLES AND RESPONSIBILITIES
Independence, clarity and zero conflicts of interest.
Every recommendation is made with complete independence, without kickbacks, incentives or ties to third-party companies.
We do not promote specific products nor do we receive compensation from financial intermediaries: our remuneration is exclusively linked to the consulting service provided.
All analyses and reports are clear, understandable and updated according to market conditions.
In summary:
– No conflicts of interest.
– No discretionary management.
– No commercial incentives.
– Only real, independent and documented advice.
ADVISORY SERVICES, NOT MANAGEMENT
Expertise in support, control for the client
The advisory services provided by Income Capital Management do not involve the direct management of capital in any way.
All operational decisions remain the responsibility of the investor, who retains full control over assets and operational flows.
Our goal is to reduce risk, improve portfolio efficiency and support more informed choices, without ever replacing the client.
This approach guarantees maximum freedom, the absence of conflicts and a relationship based on trust, expertise and transparency.
TALK TO US
Would you like to learn more about this service or find out if it is suitable for your investor profile? The Income Capital Management team is available to show you how we can help you improve the management of your portfolio independently.
