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We evaluate existence insurance policies and, or provide collateral protection insurance (CPI). CPI protects loan lenders against financial losses in the event of default. Our fee is 1.05% of the loaned portfolio and clearing certification in general.
At Willor Trust, we provide collateral insurance and clearing services. We will work with you to help you more effectively monitor and manage your liquidity and collateral. Analyze performance and manage risk using innovative technology and a consultative approach. Helping institutions around the globe optimize the return on their loaned securities by delivering performance.
Extensive fund services that will evolvewith your changing requirements, across traditional and alternative assetclasses. From flexible component to full back and middle office outsourcingsolutions, Willor Trust partners with you to create a customized investmentoperations outsourcing solution.
Willor Trust Advantages
In our practice, we emphasize objectivity and take a very cost-efficient approach to intelligent investment selection and management. Our investment style is active management. We do not subject our client to the hidden fees often found in mutual funds, limited partnerships, or other “packaged” products. Instead, we will analyze your financial needs and help you regain control of your finances through a personalized portfolio of equities and exchange-traded funds (ETF’s).
It is our responsibility to you, as our client, to develop a personal investment plan, to monitor and manage the performance results of your portfolio, and report your account performance regularly. We conduct an annual review of your accounts, consistently considering your changing needs. We are a fee-based asset manager.
All advice, services, and ongoing asset management are included in a nominal flat rate, thereby eliminating all commission incentives, in-house sale gimmicks, or referral fees. Rest assured, your financial future, peace of mind, and best interests are always our primary focus!.
Who Qualifies?
In order to best serve our clients’ needs through personalized attention and services, our minimum investment per account is EUR 2,500,000.
This minimum may be reduced in select situations.
Free Consultation
We know that every client’s goals are different. Therefore, we know that it is important to individualize our services for each client to achieve optimal results. We offer a free consultation where we analyze your current financial situation as well as future goals and provide recommendations on how we may make improvements, take advantage of available opportunities, and help insure that your financial and retirement future will be bright. Contact us today to schedule your consultation and start working toward your ideal financial future!
