ASSET MANAGEMENT

Enjoy the benefits of customized investment portfolios, efficient and respected custodians, and a trusted counsel to manage your wealth. Designed for individuals, families or corporations who wants to invest their hard-earn money in a safe, professional, and transparent environment. 

OUR ASSET MANAGEMENT SERVICE INCLUDES:

FIDUCIARY INVESTMENT MANAGEMENT

Design & implementation of customized investment strategies. With our preferred custodians, we will work by your side to include your expectations and secure your best interest.

ACCOUNTS INTEGRATION & SMART ACCESS

Tired of having to log-in into multiple webpages to get a grasp of your wealth? 

Access all your financial information in a single place. Manage your wealth easier & smarter. With Mellig Online you can consolidate all your investments portfolios, bank accounts, credit cards, retirement plans, and assets without having to log-in into multiple web pages.

ULTRA LOW MARGIN RATES / ZERO TRANSACTIONS COSTS / BANKING SOLUTIONS

Through our preferred custodians we can offer additional services like checking account, emission of a Visa Debit Card for your day-to-day cash management or usage ultra low margin loan interest rates to maximize your investments and liquidity needs while investing with zero or near zero transactions costs. 

PREFERRED CUSTODIAN RECOMMENDATION

Just because your money in a particular financial institution does not mean you can gain advantage of the best options available. Key elements such as, cost-efficient trades, low margin rates, powerful trading platforms, market recognition and strong financial position, are essential in today’s competitive market.  

EXPERTISE & CONTINUING EDUCATION

Investing takes time, knowledge and infrastructure. As fiduciary advisors we are responsible that you, the client, understand how to invest, what to invest and when. We will assist you, to make sound decisions.  

HOW WE WORK

GENERAL INFORMATION

OBJECTIVE

Our Asset Management Service (AM) main objective is to provide a distinctive assistance through the development and management of investments portfolios that performs as desired while reducing your financial costs and mitigating your investment risks.

WHY MELLIG GROUP

A trusted source of information, resources and solutions. Based on our expertise and capabilities we will review your current situation, provide recommendations, create plans for customized strategies and assist you in the day-to-day management, so you can rest assured your wealth is safeguarded and growing. We are a Registered Financial Advisor, regulated and supervised in the states of Florida and Texas. As your advisor we are required by law to act as a fiduciary, this means, always acting on your best interest before ours. We will make sure that whatever you have is the best.

 

RELATIONSHIP SIZE

Our Asset Management Service generally requires a minimum account size of $50,000 of Assets Under Management (AUMs). This relationship size minimum may be waived at the discretion of the Firm. 

OUR FEES

The annual investment management fee is based on a percentage of the assets under management according to your signed agreement. Mellig Group compensation is fee-based only, meaning that, we do not sell products or receive any compensation from any other source except from you.

CUSTODY & BROKERAGE ACCOUNT

For your tranquility, Mellig Group has no custody of any of its clients assets. All accounts are always under the protection of our preferred broker/dealers & custodians. (i.e., Charles Schwab and Interactive Brokers). We encourage our clients to open a new brokerage account and work with our preferred broker/dealers & custodians, it will permit us to deliver the best overall experience for our clients. 

NON-US CITIZEN - YES, WE CAN ASSIST YOU

Mostly all international citizens can open a brokerage account. With our preferred broker/dealers & custodians we can help you set your brokerage account within a few days.

WHY A FIDUCIARY FINANCIAL ADVISOR

A Fiduciary Financial Advisor (FFA) is equivalent to a nutritionist (i.e. an expert that recommend on matters of food and its impact on your health) but in relation to the financial world. Based on your specific needs, risk appetite, and expectations, a FFA's role is to recommend solutions available to ensure your financial wellness.