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Financial Advising

This service is provided by a team of specialized advisors at Quantum – Sociedade de Consultoria para Investimento, SA

Quantum SCI, SA, is firm of Financial Planners / Independent Financial Advisers (IFAs) regulated by CMVM under No. 364. We answer to security, protection and return on financial assets needs of our clients, through permanent monitoring and tailored advice.

Quantum SCI, SA has a team of qualified professionals with large experience in Financial Services that ranges from 15 to 25 years.

We make tailored recommendations, based on technical and fundamental information, respecting the best market practices, in obedience to high ethical operating principles.

Financial Advising
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Quantum SCI, SA offers the following services

 

- Tailor-made independent financial advising

- Reception and transmission of orders for financial instruments

Quantum SCI, SA advising service is grounded on clear and transparent information, from reliable and qualified sources. It is focused on Clients’ objectives and needs, with high levels of trust and professionalism.

The company tailors portfolios and investment solutions for individuals, their families, business owners or trustees, supporting them in their decisions. Quantum SCI, SA starts by building an investment and risk taking profile of their clients, as well as the assessment of their inherent characteristics, goals and needs as investors.

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