Our approach

Over the past two years, we have witnessed the launch of over 200 investment funds in Europe alone, there are no limits to investment options.

While no portfolio is the same, investors want clarity. They want an easier way of navigating the investment landscape effectively. That's where we come in. aPC specializes in guiding clients through this complex world of investment possibilities. With our expertise and personalized approach, we aim to maximize your investment potential and help you achieve your financial goals.

Step 1: Prepare for Clients Meeting

  • We begin by gaining a deep understanding of your investment journey. We analyze where you currently stand, where you've come from, and your specific goals; whether you're looking to increase portfolio efficiency or achieve something else.

  • We leverage with our AI-powered risk management technologies, to help us analyze and understand your existing portfolio with surgical precision.



Step 2: aPC Portfolio Architecture

  • Once we have a clear understanding of your objectives, we engage the full force of aPC Portfolio Architecture. This involves plugging in market sentiments and engaging in peer insight discussions.

  • We meticulously build, blend, flip over, compare, and analyze various portfolio options. We then distill this wealth of information into our optimization algorithms to create a final portfolio that aligns perfectly with your investment goals and maximizes your returns.

Step 3: Show Prospects the Difference

  • We revisit and compare our proposed portfolio side-by-side with your current holdings, highlighting the potential impact our proposal could have on your investments and outcomes.

  • Together, we refine the results of the analysis as you need, partnering to deliver innovative solutions and insights tailored to your needs.

  • Note: Throughout the process, you retain full control of your portfolio management and decision-making.

aPC are your holistic partner in portfolio construction, and we look forward to partnering with you on the exciting journey ahead.

Pricing Plans
Essential Plan


  • Designed for clients who are seeking a second opinion on their portfolio, refinement of their investment strategy, or just guidance on where to start with investing.

    Features

    • Portfolio analysis
    • Portfolio selection (Diversification)
    • Portfolio optimization
    • Expert advice and recommendations
    • Client retains full control of asset allocation and decision making
    • Fee: 4.99% of the total Portfolio Value.

Premium Plan
(Most Popular)

  • This option is ideal for clients who want to actively manage their portfolio with guidance from an expert.

    Features

    • Essential Plan's features
    • Comprehensive partnership - receive constant support
    • Leverage and risk management
    • Portfolio rebalancing
    • Regular market insights
    • 1. Fee: 2.99% of the total Portfolio Value
      2. Performance fee: 20% above benchmark, equity index


Premium Plus Plan

  • The Premium Plus Plan is tailored for clients whose primary objective is generating cash flows rather than capital gains. This comprehensive package goes beyond asset allocation and decision making.

    Features

    • Premium Plan's features
    • Tax efficient investing strategies
    • Debt consolidation and refinancing
    • Asset protection
    • A holistic approach to portfolio management that addresses all the necessary components for achieving your financial goals.
    • Contact us>>