At the core of the Wealth Friends investment plans are asset management principles derived from both sound fundamental financial analyses and the application of leading-edge, secure information technologies. Drawing on timely data and relying on their own deep investment expertise and insights, our asset managers deliver a value-based service, investing in profitable single shares and/or sound corporate bonds. Their primary goal is to capture and achieve sustainable outperformance when compared with other investments within a comparable class.
Whether you are just starting out with little to no investment experience; advancing in your career and earning power; growing your family and adding to your financial responsibilities; or preparing for your retirement years; Wealth Friends has an investment plan for you. The asset manager for Wealth Insuring funds is Mahrberg Wealth AG (The Principality of Liechtenstein), a Licensed & Regulated Wealth Management Company and a member of The Mahrberg Group, a leading global wealth and asset management organization.
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Wealth Friends offer investors three different investment opportunities which correspond to different risk levels. The risk levels are: 2, 3 and 4 out of a range of 1 to 5 with 1 representing the lowest risk level and 5, the highest risk level. This gives investors the opportunity to build wealth in accordance with their tolerance for risk, financial situation, personal and/or family circumstance, and life stage.
is the low to medium risk option based on an equity investment of 0% - 26% for medium to long-term investment strategy.
is the medium to higher risk option based on an equity investment of 0% - 67% for long-term investment strategy
is the high risk option based on an equity investment of 0% - 100% (with leveraging possibility) for long-term investment strategy
All of Wealth Friends investment plans are prudently managed to deliver the highest value at the most reasonable cost and with full transparency to investors. This cost-effectiveness of the Wealth Friends plans is especially important during turbulent economic times and when low interest rates prevail on a global level.
Wealth Friends gives investors control over their money. If a cash advance is needed at anytime, Wealth Friends will accommodate that need. Partial reductions in investment are also permitted as are extended or reduced investment periods. Wealth Friends even offers the option of switching from one different risk class to another at anytime.
Wealth Friends makes it very easy to access its world-class investment plans. Investors whose nationality and residence is a nation recognized by the European Union (EU) simply complete the basic subscription form with their personal information, investment-related data and profile including risk tolerance level, origin of money to be invested, and bank/depositor history. They provide this information along with identity documentation (i.e., identity card). Non-EU nation citizens follow the same procedure, however, may be asked to provide additional documentation.
Wealth Friends knows that communication and information are vital. Its secure client portal lets investors and their advisors access an archive of important investment documents on a 24/7/365 days a year basis. At the end of each month, an investment report documenting a plan’s performance is also available through this portal. Additionally, a Web App is offered to clients who consent to a data protection agreement to ensure the efficacy of all clients’ valuable personal data.