Services
Every engagement is independent, confidential and free of product conflict. MS Capital Partners does not sell financial products or earn commissions. We are paid exclusively by our clients.
A focused 60-minute working session dedicated to one question or decision. You come with your situation. You leave with a clear, direct answer from a CFA Charterholder with no product to sell and no agenda beyond giving you the best possible answer.
This is not a discovery call. There is no pitch at the end. It is exactly what it says — one hour of institutional-grade thinking applied to your specific situation.
A comprehensive assessment of your current financial position, followed by a structured written investment proposal tailored to your profile, objectives and true risk tolerance — not the one on a bank form.
Most people who come to this engagement have money in several places, a vague sense that something is wrong, and no document that clearly tells them where they stand and what to do. This changes that.
A continuous advisory relationship where your portfolio is monitored, refined and protected as markets evolve. The value is not in the quarterly report — it is in having someone who knows your full situation available before you make a move, not after.
When your bank calls with a product, when a market event creates uncertainty, when an opportunity appears — you have someone to call who has no interest in the outcome other than yours.
A fully integrated advisory relationship. You have a permanent financial reference who knows every dimension of your wealth — investments, real estate, business interests, multi-currency exposure, family considerations — and is available when it matters.
Standard investment questions and opportunity evaluations are included. When a transaction requires significant dedicated work — due diligence on a business acquisition, M&A structuring, VC analysis — it is scoped and quoted separately. That transparency is intentional: you always know exactly what you are paying for.
MS Capital Partners is an independent advisory firm. It does not manage client assets, hold client funds, execute trades on behalf of clients or act as a regulated investment manager. All advice is provided on a consultancy basis. Clients retain full control and decision-making authority over their assets at all times.
Not sure which fits?
A 30-minute introductory call — complimentary, no commitment — to understand your situation and find the right engagement.
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