Investment Process

Developed around our clients, our strategies place investment stability, transparency and ultimately success at the heart of our process. When creating and applying a plan, Kusler Group incorporates potential risks, client comfort and prospective future opportunities into the formula to protect our clients’ long-term ability to generate returns from capital.

In developing a practical and individualized investment plan for our clients, our personal advisors will collaborate with our analytical researchers to identify prospects within the parameters of your requirements and personal financial circumstances.

With access to pre-IPO investments and innovative market modeling, we work to identify potential opportunities before they are exposed to market actors, providing our clients with prime investment prospects before they have developed.

The process of investment begins for our clients with their personal advisor, who, with information and analysis from our research department, establishes the viability of an investment’s potential in conjunction with the requirements of the client. Considering the acceptable risk level for the client and potential returns from the investment forms the basis of our approach, ensuring that the client is informed and comfortable with the option.

Upon completion of the investment process, your personal advisor consistently monitors and maintains the investment, working with you to assess its performance and possible opportunities within the investment. Our advisors will constantly monitor the market to identify any possible circumstance which may affect the investment’s performance, and will liaise with you to discuss any decision regarding the future of the investment.

During the strategic planning stage of the investment process, we establish an exit strategy within a time frame typically from six to twenty-four months, taking into account risk and potential gains, whilst also evaluating possible extensions and expansion of the investment should we be satisfied with the current performance of the market and investment.