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PRIVATE INTERNATIONAL INVESTMENT SERVICES

Gerald Morse & Associates

I am a Senior International Investment Manager (formerly with Merrill Lynch, Dean Witter, Morgan Stanley) specializing for Private Clients. My investment strategy is formulated at the highest international level but your portfolio is personalized to your own needs, not pooled with thousands of others with the very high costs of mutual funds.

As well as tailor-made portfolios, I offer something more:
I am your own portfolio manager with whom you can meet or talk any time of day in privacy about:

  

  • Tax Reduction by tested methods

  • Investment Accounts with Cheque Book and Debit/Credit Card (second card in any name required)

  • Option Writing Plans to normally yield ± 20 per cent annually

  • Investment Management on “No Win No Fee Basis”

  • “Pre-Divorce” and “Pre-Death” asset deployment

  • Personal & private investment and tax advice for individuals

  

  • Consultation by ‘face-to-face’ private meeting

  • Fees by mutual agreement (min. US$ 1,000)

  • Minimum Account US$ 100,000 or other equivalent

  • Free Portfolio Reviews & Evaluations

  • Weekly money making ideas for Germany, USA and the UK

  • Segregated Accounts

  • Serious Principals Only. No Agents

  • References Available

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