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Our Process

Investment Building and Planning

Appropriate Allocations Over a Variety Of Asset

Such as high yielding bonds, Cash ISA, Property Bonds that aim to provide the portfolio a margin of safety, along with a reliable source of liquidity, and long term interest gains.

Identify the Highest Opportunity Investments

Depending on your approach, terms, and goals, this will determine the areas of investment within your portfolio.

Bonds, ISAs, Alternatives

Spread Balance Amongst Independent Mixed Assets

Some investments will pay out yearly, quarterly and some will compound.

We can achieve all of the above over various assets classes.

Managed Risk and investment Strategies for growth

All investors have access to a full team of advisors that specialize in their are of investments.

Our advice is always free, it just takes a phone call!

At Eberhard Cramer we firmly believe in the concept of time as our friend, we stand for long-term, never saying from our investment principles and standing by our convictions.

Plan for each of your financial goals, by working with our account managers. Our primary regime lenses allow us to incorporate client risk preferences into portfolios in a natural way.

Set your financial goals and design your investment portfolio. Plan for different aims such as retirement or a significant purchase and monitor your holdings and exposures by asset class, sectors and regions. And with Eberhard's forecasting tools you can adjust your investment preferences anytime, to ensure you meet your objectives.

Want to invest in the stock markets, then we are not for you. We look for investments that are low risk, asset-backed and in 99% of all bond raises they are for a better serving purpose with long term environmental gains.

As market conditions evolve, asset class relationships shift along with the underlying risks of a portfolio. We actively stress-test portfolios against various historical scenarios and economic shocks. This requires excellent communication with our managers. It also requires the analytical capability to capture, model, and interpret portfolio exposure; to monitor sources of risk and return in the portfolio; and to minimize unintended sources of risk.