We follow a structured process to assess and meet your financial objectives.
We will be clear with you about the risks of any investments we recommend as well as our own fees.
Your cash and securities will be held directly by Goldman Sachs and not by Andalus Capital. You will have direct access to your Folio Institutional account at all times, including a dedicated client login, regular reporting and the ability to generate account statements at any time.
Ethical and Socially Responsible Investing is about making financial decisions that don’t conflict with your way of life.
Ethical investors completely avoid impermissible sectors like gambling, pornography, alcohol, narcotics, arms and high leverage banking products, insurance and hedge funds.
Conservative investors also do some math on other companies to minimize debt or interest:
Companies should not have a debt to assets ratio exceeding 30%, an accounts receivable ratio exceeding 30%, or generate more than 5% in interest income.
For whatever impermissible income is generated within these parameters, an appropriate percentage of the dividends should be donated to charity.
Let Andalus Capital help you build your wealth. Consultations are free and can be held over the phone.