EMFI Wealth offers a variety of investment advisory programs—including both non-discretionary and discretionary offerings—to help you meet your unique needs.
Building an investment plan and an optimal asset allocation strategy to meet your unique needs requires careful consideration and often, outside expertise. Our Financial Advisors are committed to helping you with this process, allowing you to spend more time on the activities you truly enjoy.
With the investment advisory programs available at EMFI Wealth, you can enjoy these important features, depending upon the program you select:
Advice and guidance from EMFI Financial Advisor
Personalized asset allocation and consulting
Asset management from in-house and third-party investment management firms
EMFI takes a holistic wealth management approach to carefully understanding your overall financial situation, unique needs and goals, and deliver an optimal investment solution to meet them.
EMFI Wealth approach is based on the trusted relationship of our Financial Advisors and their clients. Our experienced Advisors are committed to understanding clients' needs and delivering insightful, informed advice to help them realize their dreams.
Consider partnering with investment professionals whose experience, insights and relationship you trust. We are committed to learning about your individual needs and offering custom investment solutions to help you address them.
EMFI Wealth offers high net worth and affluent individuals around the world a complete range of tailored advice and investment services.
Our capabilities and resources are fully aligned, and we are committed to being proactive and responsive to your needs.
Our breadth of offerings, intellectual capital and investment expertise empower us to partner with you to create a custom asset allocation and work with you to adapt your portfolio to the changing market environment and personal life events.
At EMFI Wealth, we not only leverage our internal capabilities, including our Capital Markets and Asset Management, but also look outside the firm to third-party partners, finding the appropriate solutions to address your needs.