Our comprehensive approach to financial planning and asset management differentiates us from others. Our experts and professionals are able to understand and help our clients with financial planning and compliance efforts. Instead of being paid by a third party to sell a particular investment or insurance product, we are completely independent, and our only compensation is the fees we make after creating a lucrative result for our clients. We do not accept any commissions, product placement fees or any other revenue from third parties. In addition, our investment management services offering provides expert counsel across the entire Forex capital market spectrum, rather than in a single asset class or investment style.
Let’s meet. This is the best way for you to discover our expertise, commitment and discretion. We use this opportunity to listen to you and learn more about your specific circumstances, needs, and goals. We also provide a comprehensive overview of our services and let you experience first-hand, why so many families and organizations have chosen DicnoFX, as their Assets Management Advisors?
We have an expert team of combined 50 years’ experience in Forex Trade and Asset Management, equipped with high-end algorithms and AI management tools.
We will meet with you to understand your current financial situation, goals and objectives. Following a review of your financial situation, we will jointly determine the scope of services required and the assets for which we will assume management responsibility. The fee schedule and services retainer will be determined accordingly.
The client advisor relationship includes working with top experts and advisors, who leads the strategy and investment session and coordinates logistics and implementation. We also have a dedicated support team at who perform back office services.
They will be held with our centralized custodian services for Forex trading and clients will access their accounts on the day of withdrawals as per their returns model.
Yes. We find it essential to interview prospective clients to ensure that we are a good fit for one another.
We offer holistic asset management strategies. Over the course of our relationship we will discuss financial planning, retirement goals, education planning, portfolio management, and family values.
You want someone you can trust. We are independently and objectively looking after your best interest. You also want someone with experience. Among us, we have 50 years of combined financial planning and trading / investment experience. Another consideration is education. We have pretty highly educated experts with Forex Trading experience and Assets management expertise. Lastly, you can benefit greatly from an Asset Management Planner. We are committed to helping individuals, families, and organizations utilize, grow, and protect their assets. We also quarterback the efficient transfer of wealth and values to future generations.
DicnoFX works with a variety of clients. We understand that risk tolerance and time frame vary from one person to the next. We learn about each client so that we may design customized portfolios. We educate our clients on the investment landscape and demonstrate how diversified holdings blend together to form a cohesive portfolio. All this is achieved through our financial planning process.
Together we can determine whether our services are a good fit for you. By design, our business model allows us to work with individuals, families, and organizations across a broad wealth spectrum. Having the opportunity to meet you is the first step in establishing a mutually beneficial and, we hope, long–term relationship.
We have over 100 clients
Most of our clients grant us discretion to conduct transactions within predetermined guidelines and levels of risk. Other clients have concentrated positions or extraordinary circumstances that require an ad hoc approach to their portfolio management.
Yes. We educate our clients on historical returns and provide frequent reviews to make sure their portfolios not only reflect changes in their lives and economic circumstances but also track long-term progress toward their defined goals.
This is a very personal decision. To answer this question, we would need to learn more about your family history, employment status, other income and resources, cash flow, and short-term needs, among other things.
You let us know how we can best work with your other advisors. Our goal is to build a strong relationship with your advisors in order to complement and enhance their work. In some cases, we may serve as your project manager to ensure that your advisors have timely and accurate information. In all cases, our job is to work together, provide context and obtain the benefit of their expertise. As your advisor, we will be in a position to anticipate issues and opportunities that can be referred to your tax advisor, lawyer or other service providers, for prompt consideration and resolution.
It is a 24-month plan with lucrative and confirmed results, as trading and investment experts are managing the portfolios.
It’s important that your advisor be thinking about the ultimate goals of your portfolio and the probabilities of reaching those goals. We happen to be fans of Monte Carlo simulation. We believe that its failure over the past year has far more to do with faulty assumptions than with any flaw in the technique. We want our clients to understand how certain conditions will change their financial independence date and the annual amounts that they will have available to spend during retirement.
When you think about wellness, consider the effect it can have on your body and on your balance sheet. While there is nothing more important than good health, a sound retirement strategy can give you the potential for the financial future you want and deserve.
We transition the management of your financial affairs in accordance with your specific needs and expectations. We will dedicate as much time as your situation requires while respecting your privacy and availability.