Financial services

Financial Consultation & Planning

Are you looking for an approach, adaptable to your level of involvement in the management of your financial portfolio? VauntCourier Financial Services allows you to choose how much you would like to delegate.

In this atmosphere of prevailing uncertainty and global economic interdependency, it’s important to have an investment strategy that will keep you on an even keel, while also letting you remain flexible enough to capitalize on new opportunities when they arise.

Financial Consultation & Planning

Discretionary Portfolio Management

(DPM)

Advisory Services

financial literacy courses &

Planning review

MAKING GOOD FINANCIAL DECISIONS IS CALLED FINANCIAL LITERACY!

Does the idea of making a major financial decision or even checking your bank account stress you out?

Some financial challenges may be out of your control, but with VauntCourier's 1-to-2-hour financial literacy & planning review (single or group), you can equip yourself with the fundamentals of finance, to handle whatever comes your way.

After completing the review, you should be comfortable:

Constructing a household budget
Understanding interest rates, debt & credit
Planning for your retirement
Understanding financial terms
Selecting investments that suit you

Military Members & DoD Employees
As an active-duty service member, veteran, or DoD employee, improving your financial literacy is a top priority! Smart financial decisions ensure that you can live the life you deserve in and out of uniform.
VauntCourier's progressive financial literacy group courses, designed specifically for service members, teach participants about

Module A: Financial basics

Module B: "Financial Readiness = Mission Readiness" for DoD service members

Module C: Management and adjustment of finances during life & military career

These key tools assist service members in successfully establishing a financial foundation that will guide their financial decisions during their military career and into the future.

Are you seeking a way to save for your children’s education, make a family budget, plan for retirement, or simply plan for the future? With the help of VauntCourier Consulting Services, you can achieve your financial goals! Whether at the beginning, middle or end of your career, together we can create a personalized financial plan that place your life goals first.

Evolving financial markets are complex and require considerable involvement and analysis. Similarly, the opportunities and risks inherent to investments require constant attention. And yet, your time is precious! Discretionary Portfolio Management allows you to delegate the management and oversight of your portfolio to a professional.

When you choose (DPM), you delegate the analysis and selection of the best investments and constant monitoring of your portfolio to active management. This method provides the best remedy to respond to market changes and to meet your investment objectives and fulfil your wishes in terms of return and risk.

VauntCourier offers you personal service and tailored assistance through a wide range of asset allocation solutions, thematic mandates and bespoke portfolio management offerings. Providing you with a full spectrum of investment styles suitable for your investor profile.

VauntCourier Advisory Services will

supply you with recommendations for investing in the capital markets,
assist in the management of your portfolio and
provide careful monitoring of your positions.

Do you want to play a key role in managing your assets but would like active monitoring of your positions and advice on market trends and opportunities? With VauntCourier Advisory Services, you maintain a privileged relationship with an advisor who takes a hand in managing your portfolio and guides you in your decisions, by providing you with key market information assisted by:

Market trends and insights
Real time market data and analysis
National and global events that effect markets

According to your desired degree of involvement - VauntCourier Advisory Services offers you variable solutions. No matter what you choose, you will benefit from our proprietary portfolio construction method as well as a regular and personalized review of your positions, while at the same time always remaining abreast of market opportunities.