Have a look at our financial and advisory services, and feel free to contact us for any questions, suggestions, or even critics.
Because we think that financial planning and advising should go beyond simple asset allocation, we make it our mission to focus on you and your financial well-being.
Corporations and Institutions
Our goal is to stay flexible and personal when it comes to serving the needs of growth companies and the institutional and retail investors who back them.
Our several affiliation choices give you the freedom to select the level of support that best suits you and your clients.
-Alina Geox Manager
Our "about us" is really about you. You and your financial situation are our top priorities.
Individual and institutional clients, as well as corporate issuers, have access to a comprehensive range of services. Our Advisors have access to a comprehensive range of high-quality investment products and services, allowing them to tailor investment solutions to their customers' specific needs. Investment Banking, Research, Corporate Finance, and Institutional Sales & Trading are all areas of specialization in our Equity Capital Markets business.
Meet our junior consultants and advisors. They are fresh graduates eager to learn, help, and assist in every way. Supporting young professionals is very important!
Check what our clients say
Very solid, 9.3 out of 10
Your service has exceeded my expectations. Working with a financial adviser that genuinely cares about their clients' needs, circumstances, and preferences is a breath of fresh air.
Very solid, 9.5 out of 10
I've never gone to bed thinking about money since we started working with Investracs. Thank you for taking such good care of our affairs!
Very solid, 9 out 10
This is exactly what financial planners should be doing! I've never had such a positive experience with financial counselors before, and this is exactly the type of service I've been seeking for. It's good to have a single location to go to that isn't overly big or institutional.