Our Services
At FINANCIERE DUMONT Sárl (Dumont), we treat our clients as partners in the investment management process. Dumont service model is based on the establishment of trust and mutual understanding of our clients’ investment needs and how Dumont can bring unique value to meeting those needs.
Our relationships with our clients are built on proactive engagement. Very early in the process, we strive to intimately understand the current risk profile of our client’s financial assets, as well as their tolerance for risk.
Risk is the fundamental consideration for any effective investment strategy. Once the agreed upon risk limit has been established, we apply our best-in-class expertise to evaluate the universe of potential investment solutions and develop an investment strategy tailored to the client’s needs within their desired risk profile.
This is how the relationship begins. As a Dumont client, you can also expect to receive not only regular updates on activities in your portfolio but also insightful communications regarding the state of the markets.
Most importantly, you will receive frequent updates on how your portfolio will be adjusted and how it will evolve to continue to meet your objectives.
ASSET MANAGEMENT
Asset Management at Dumont is more than just managing investments; it’s about crafting a portfolio that reflects your unique financial fingerprint. Our asset management approach combines rigorous market analysis, advanced investment tools, and a deep understanding of your personal objectives. We manage diverse assets, from equities and bonds to alternative investments, ensuring a balanced portfolio that maximizes returns while managing risk.
PRIVATE EQUITY
Our Private Equity service is a gateway to exceptional investment opportunities in the private sector. We specialize in identifying companies with high growth potential and innovative business models. Our strategic and hands-on approach focuses on adding value and accelerating growth. By investing in private equity with Dumont, you can access exclusive opportunities, usually reserved for institutional investors, while benefiting from our expertise in navigating these complex markets.
INVESTMENT STRATEGY
We believe that a well-thought-out investment strategy is key to achieving financial success. Our Investment Strategy service is tailored to develop a personalized roadmap that aligns with your financial goals and adapts to changing market conditions. We combine our market expertise with your personal objectives to create dynamic and effective strategies, ensuring a path to achieving your financial aspirations.
FINANCIAL ADVISORY
Our Financial Advisory service is designed to help you navigate the complexities of the financial landscape. From tax planning to retirement strategies, our expert advisors provide personalized guidance to optimize your financial health. We focus on understanding your individual needs and crafting solutions that address your financial challenges, ensuring a secure and prosperous future.
OUR OFFICE
Rue Etienne-Dumont 1, 1204 Geneva
CONTACT US
Mail: info@dumont-fin.com
© 2024 FINANCIERE DUMONT Sàrl | All rights reserved.
DUMONT
FINANCIERE DUMONT Sárl is a company registered in Geneva, Switzerland. Its commercial registry number is CH-660.6.667.015-8 and its IDE/UID is CHE-183.022.778.