Coolinvest Sàrl provides investment advisory services including financial market analysis, risk assessment and ongoing portfolio monitoring. It assists clients with opening brokerage accounts, executing trades under supervision, managing corporate actions, and offers client education as well as contractual and fee documentation.
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Industry:Other Service Industries
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Stock market investment advice, analysis of financial markets, risk assessment, portfolio monitoring and adjustments according to return objectives.
Guidance for self-directed investing
Opening a brokerage account, deposits and withdrawals, purchase and sale of securities under supervision, handling of special transactions and gradual learning.
Stock market training
Learning the purchase and sale of securities, the basics and finer points of the stock market, up to independent portfolio management.
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