Getting Started with Investing
Understand Financial Goals
Before beginning to invest, it is essential for individuals to clearly define their financial goals. Whether saving for retirement, a child’s education, or a major purchase, understanding these objectives helps Maritime Capital tailor an investment strategy to meet specific needs.
Assess Risk Tolerance
Investing involves risk, and understanding one’s risk tolerance is crucial. Maritime Capital’s advisors assist clients in assessing how much risk they are comfortable with, ensuring that the investment portfolio aligns with their risk profile.
Consult with Expert
Maritime Capital provides personalized investment advice. The team of advisors, supported by extensive research, listens to clients’ goals and recommends the best investment options. A range of services is available to meet different investment needs.
Services Offered
Investment Advice
With expert guidance and a wide array of products and services, clients are equipped to make sound financial decisions. Personalized advice is provided to help navigate the investment landscape effectively.
Financial Planning
Financial planning services are designed to align clients’ goals and objectives with a suitable portfolio. Advisors educate and support clients throughout their investment journey, ensuring well-informed decisions.
Retirement Planning
Securing financial stability during retirement is crucial. Maritime Capital’s team creates step-by-step plans to help clients achieve their desired standard of living during retirement years. Resources are utilized to build robust retirement strategies tailored to individual needs.
Suite of Investment Offerings
Discretionary Managed Portfolio
This service offers customized portfolio management solutions based on investment objectives, risk profiles, and time horizons. The investment team actively manages the portfolio, which can include local and international government and corporate bonds, as well as stocks.
Non-Discretionary Portfolio
For those who prefer to maintain full control over their investment choices, the non-discretionary portfolio service provides autonomy. Clients can select from various investments, including bonds, Treasury Bills, and local and international equities.
Hybrid Portfolio
The hybrid portfolio combines elements of both discretionary and non-discretionary portfolios. This service allows for a dual role between the Wealth Manager and the client in selecting investment securities, while the team manages the overall portfolio.
Repurchase Agreements (Repos)
Repos are designed for short to medium-term investors seeking higher returns with low risk. This involves the sale of securities with an agreement to repurchase them at a predetermined price, allowing the buyer to earn interest.
Foreign Equity Trading Platform
The online trading platform enables clients to perform their own trades in international stocks and Exchange Traded Funds (ETFs). This service is ideal for those who want to take an active role in their investment decisions.
Get in Touch
Individuals ready to start investing can contact Maritime Capital Trinidad to schedule a consultation with an advisor. The team is available to help make informed investment decisions and secure financial futures
- Website: Maritime Capital Trinidad
- Email: [email protected]
