Getting Acquainted

At Gekko Fund, we make it our priority to focus on you as soon as you become our client. We will pair you with a knowledgeable professional adviser who will work to understand your investment needs and goals. By asking detailed questions, we aim to assist you in defining your objectives and thoroughly review your current financial situation, including your liabilities, assets, existing portfolios, and future financial outlook.

Managing Risk

Your adviser will work closely with you to develop a personalized investment plan that fits your unique circumstances. Your adviser will ensure that your suggested portfolio aligns with your personal and financial goals. They will spend as much time as necessary to evaluate your risk tolerance, as this plays a significant role in the portfolio's performance over your desired time frame.

In most cases, compromises are necessary here because, naturally, all investors seek exceptional returns with minimal risk. While we strive to deliver such results, it would be misleading to claim that they are always attainable.

Once your adviser is confident in their understanding of your needs, they will provide you with a detailed written summary of their findings. Additionally, they will offer a tailored plan to address any areas that require attention.