Our experts, who have years of experience with the investment and charitable industry, are happy to offer personal advice. They also focus on an optimal set-up of the investment portfolios of your foundation or association for the best possible result. Additionally, they will take into account the (financial) goals and the risk profiles of your foundation or association. This way, an optimal balance between retaining the assets and adhering to payment obligations is guaranteed.
Together with two asset specialists you will decide how we will maintain contact with you and your management, such as how often, in what way and about which topics. In addition, you will always have access to a personal online environment: My InsingerGilissen.
With the personal online environment My InsingerGilissen, you, your management and, for example, your accountant, will have a direct insight in the investment matters of your foundation or association. In one simple overview, you can find your portfolio(s), the obtained return and your latest purchase or sales transactions. You can also perform analyses and gain insight into our latest research. Additionally, you can view this data on your smartphone or tablet via the InsingerGilissen Mobile Wallet App. The app is available for iOS and Android.
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