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Advisory Services

ENR offers prospective investors a choice of four (4) advisory services available at three European private banks and one U.S. discount brokerage:

 

  • Consulting Services: ENR offers prospective clients a consulting package for a minimum of three months starting at $400/month. This includes a strategic review of your portfolio allowing ENR to ‘de-risk’ your asset allocation; a monthly investment and asset allocation discussion with Mr. Roseman and our ENR Market Outlook monthly newsletter.
  • Advisory Standard: Clients receive our monthly ENR Market Outlook report, including recommendations, but do not receive any asset management services or special client reports. This service is regarded as a ‘self-directed’ account and is offered at Wiener Privatbank Austria and Bank Winter AG in Vienna, and Vontobel Private Bank (Zurich). Minimum account: $350,000 in Austria and $500,000 in Switzerland. Advisory Standard Annual Fee: 0.50%.
  • Advisory Extra: This service is for clients seeking investment advice. In addition to our monthly Market Outlook, clients also receive the ENR Advisory Extra report, which provides several specific investment recommendations usually in our existing portfolios. This service includes condensed summaries for each recommendation. Clients also have access to investment advice on a regular basis and may schedule quarterly portfolio reviews. Advisory Extra Annual Fee: 1.00% to 0.75% depending on account size. Minimum account: $350,000 in Austria, $500,000 in Switzerland and $200,000 in the United States.
  • Managed Portfolios: ENR offers a wide range of conservative and growth-based investment strategies. These are discretionary managed accounts and may be managed in Europe or in the United States. Portfolio minimums start at $350,000. Annual Fees: 0.75% to 1.50% depending on account size. For hedge funds, ENR requires a minimum investment of $500,000 and investors must be accredited. Minimum account: $200,000 in the United States, $350,000 in Austria and $500,000 in Switzerland.
DISCLAIMER

Please be advised that E.N.R Asset Management, Inc. is not registered or licensed in Quebec or in any other Canadian province and therefore does not accept or solicit assets from Canadian investors.

Bien que le siège social de E.N.R. est situé a Montréal, nous tenons a vous aviser que les services proposes sur notre site internet ne s’adressant pas aux résidants du Québec ni aux residants des autres provinces et territoires Canadiens.