Your investment goals

The first steps of Wealth Management at Montségur Finance is to define with you :
  • your objectives in term of wealth and estate management according to your personal, familial and professional situation;
  • your financial aims: time horizon, expected performance and risk
In order to define the terms of your discretionary management, light needs to be shed on :
  • the profile of your management service: either defensive, balanced, or dynamic;
  • the composition of the investment portfolio: UCITS and / or actively traded shares