LIPA REAL ESTATE FUND
- Revenue generating boutique property investments
- Strong property and fund management team with 25 years experience
- Excellent property pipeline throughout CEE
SYMFONIE SME FUND
- Funding opportunities for small businesses
- Professional business value-added support and consultancy
- Five years investment horizon, attractive returns
ANGEL INVESTING
- Diversified portfolio of innovative high growing companies
- Invest in the managed fund or choose a specific project
- Three to five year investment horizon
HIGH INCOME INVESTING
- Earn steady returns investing in P2P loans
- Diversified and professionally managed portfolio
- Regular payments of principal and interest
SymVest – simple way to invest and raise capital
Personal dedication
We are a boutique firm owned and managed by the principals, so each client receives a high level of care and attention from the firm’s management team members.
Long term relations
Clients’ needs are not static. They develop and change over time and with lifestyle changes. Our success comes not from short term gains, but from meeting the challenges of the future.
Focus on your best interest
Our fee schedules are designed around a prudent, balanced combination of base service level and performance fees. We don’t profit from transaction volumes, brokerage fees or product commissions. We succeed by meeting your needs.
Fair treatment
We adhere to a code of conduct designed to balance and protect the interests of all clients, without regard to whether the client is large or small or what product or service the client receives.
Tailored solutions
Our work begins by understanding each client’s unique financial needs and circumstances. We develop a service plan that addresses those needs. We continually monitor the extent to which our plan remains appropriate.
Proven track record
We bring together a team of highly experienced investment professionals and seasoned business executives to serve best your interest. We have a track record of success, developed during the long span of our careers.
A network of knowledge
Over the span of their careers our principals have developed a wide network of contacts including business leaders, entrepreneurs, researchers, economists and public policy makers. We make this resource available to our clients.
Access to innovative products
We provide our clients not only the traditional array of investment alternatives, but also a pallet of innovative investment products that offer the prospect of superior risk adjusted returns.
