Investment Advisory

To professional and institutional investors

Investing in today’s global financial markets is like climbing a mountain. Your success depends on understanding the terrain, and having both the right tools and strategies. Even the savviest and most experienced investors face these ongoing challenges.  

As experts in asset management and industry best practices, SUNDQUIST ADVISORY can guide you to reach your specific investment goals.

Solutions we provide:

• Investment policies: Establish objectives and policies.
• Asset allocation: Design a strategy for managing assets.  
• Investment analysis:  Evaluate and select investment opportunities.
• Portfolio construction: Review and structure portfolios.
• Risk management: Identify and assess investment risks.