Offers

Our Services

At Blunari, we are dedicated to providing tailored investment solutions to meet your financial goals. Our team of experienced professionals brings together expertise from various sectors to offer you comprehensive services designed to help you grow and manage your wealth. Whether you are an individual investor, a business looking to expand, or an organization seeking enhanced financial strategies, we have the right services for you.

Investment Management

Our investment management service is at the heart of what we do. We provide personalized investment strategies designed to maximize returns while managing risk. Our services include:

  • Portfolio Management: We offer active and passive management strategies tailored to your investment objectives, with a starting fee of 1% per annum.
  • Asset Allocation: Our team conducts in-depth research to analyze market trends and create an asset mix that aligns with your risk tolerance and investment horizon, starting at $1,500 for a comprehensive analysis.
  • Performance Monitoring: Continuous evaluation of your portfolio’s performance, providing quarterly reports and adjustments as needed for $250 per report.

Financial Planning

To secure your financial future, we offer holistic financial planning services, which include:

  • Retirement Planning: Custom strategies to ensure you retire comfortably, with a starting consultation fee of $300.
  • Estate Planning: Guidance in structuring your estate to minimize taxes and facilitate wealth transfer, starting at $1,200.
  • Tax Planning: Professional advice on tax-efficient investment strategies, with a comprehensive review costing $800.

Wealth Management

Our wealth management services are designed for high-net-worth individuals and families. We provide personalized attention and strategies that encompass:

  • Family Office Services: Comprehensive wealth management that includes financial planning, investing, and family governance, priced at a monthly retainer of $2,500.
  • Custom Investment Strategies: We develop unique strategies to cater to your specific requirements, starting at $2,000.
  • Philanthropic Planning: Expert guidance on charitable giving and managing philanthropic endeavors, starting at $1,000.

Corporate Investment Services

For businesses, Blunari offers a suite of corporate investment services to optimize growth and ROI:

  • Capital Raising Solutions: Expertise in securing funding through equity or debt, with fees based on a percentage of the capital raised, typically starting at 5%.
  • Market Analysis: In-depth research and market strategy development that assists in identifying growth opportunities, starting from $2,500.
  • Risk Management: Strategies tailored to manage financial and operational risks, priced at $1,500 per workshop.

Alternative Investments

Diversifying your portfolio with alternative investments can provide unique opportunities. Our services include:

  • Real Estate Investment: Access to premium real estate opportunities and guidance in managing property investments, with advisory fees starting at 2% of the investment amount.
  • Private Equity Investments: Opportunities to invest in private companies and funds, with minimum investments typically starting at $100,000.
  • Hedge Fund Access: Tailored solutions for sophisticated investors to access hedge funds, with investment starting at $250,000.

Educational Workshops and Seminars

At Blunari, we believe in empowering our clients with knowledge. Therefore, we offer educational workshops and seminars covering a range of investment topics:

  • Investment Basics: Understanding the core principles of investing. Pricing per session is $150.
  • Advanced Trading Strategies: For experienced investors seeking to refine their trading techniques, priced at $250 per session.
  • Retirement Planning Workshop: Strategies and insights into securing your financial future for $200 per participant.

Customized Solutions

Recognizing that each client’s needs are unique, we offer customized investment solutions that can address specific challenges and objectives. Our team will work closely with you to create a plan that meets your financial aspirations. Pricing is based on the specific requirements and complexity of the services rendered.

Client Support

Our commitment to exceptional client service is unwavering. We offer personalized support to ensure that our clients have access to expert advice and timely information. Our client support services include:

  • Dedicated Relationship Managers: Each client is paired with a relationship manager to address their needs and questions at a fee starting from $1,000 per month.
  • Regular Check-Ins: Scheduled meetings to review goals and performance, included with asset management services.
  • 24/7 Online Access: Clients can monitor their investments and performance through our secure online platform at no additional cost.

Contact Us to Get Started!

If you’re ready to elevate your financial journey with Blunari’s comprehensive investment services, we invite you to get in touch with us. Our team is eager to learn more about your goals and how we can assist you in achieving them.

Your financial future is bright at Blunari, where we believe in investing with purpose.
James Smith