Seneca Premier

What is it?

Seneca Premier is a personalized portfolio advisory service for institutions and high-net-worth individuals looking to maximize their advantage in today’s turbulent markets. Our flagship service will keep you up-to-date and in tune with world markets on a personalized basis. Our goal is to ensure your investment portfolio is up-to-date and providing the highest possible returns with the lowest possible risk. We pride ourselves in providing the most accurate, up-to-date, and clear analysis of a wide range of markets from long-term outlooks to short-term entry and exit strategies. Our highly valued analysis consists of a complete valuation of your current investment portfolio as well as a concise breakdown of the markets and instruments we believe to hold the greatest potential returns giving you complete confidence in your current investments and future investment decisions. You remain in the driving seat of your financial life knowing that you have world-class navigation at your side.

How does it work?

The subscription entails monthly one-on-one consultations via Zoom that will run you through our world-leading analysis of global markets as well as the current global macro backdrop and provide the best possible investment recommendations, portfolio adjustments, and macro strategies giving you peace of mind that your hard-earned money is being put to work in all the right places. You will also receive up-to-date market news and macro-economic updates as and when they happen to ensure that you are in the know when it comes to your decision-making.

We know how busy life can get so should you not be able to attend a booked session an updated recording will be sent directly to your inbox along with ongoing Q&A access via our instant messaging service to clarify any questions you may have.

Who is it for?

Seneca Premier Portfolio Advisory is for investors and institutions who prefer to make their own investment decisions or who want to supplement their current passive investment allocation with a higher return strategy and draw more out of the market than the standard 8% per annum. Our current clients range from unsophisticated investors to multi-decade market veterans as the customized nature of our service ensures your needs are being well and truly met.

Is there more?

You will also have full access to Seneca’s analysts via instant messaging so any questions or concerns can be handled as and when they come up. When it comes to your financial decisions, your peace of mind is our number one priority.

What does it cost?

All of this for just $299 / month. Cancel anytime. Plus, if you’re not fully satisfied with our service or your returns within the first 30-days we will refund the full fee - no questions asked.

Seneca Premier Portfolio Advisory Service

Still have questions? Contact Us.