Services & Access

At Pioneer we strive to provide the highest levels of service to each and every one of our clients. We understand that today’s investor has many choices that aren’t all equal. The larger institutions offer access to a variety of international investment products, but without the personalized service investors want. Boutique firms offer the personalized service that large institutions can’t, but without the same product scope. At Pioneer we offer the best of both worlds: access to global markets combined with unparalleled, personalized service.

We do this all with a special attention to security and confidentiality, implementing systems that protect our clients’ privacy. That’s what makes Pioneer unique. But it’s the results we achieve for our clients that make us relevant.

• Personal financial needs analysis
• Risk profile analysis
• Holistic investment approach
• Portfolio construction and monitoring
• Comprehensive financial planning and structuring
• International banking platforms
• Offshore investments