We at Moretti & Associates endeavour to provide clients with intelligent and innovative solutions attuned to individual requirements. Built upon the principle of trust and the standard of excellence, our success is built around identifying financial opportunities derived from well-established strategies and an experienced team.
Our reputation for results is exceptional, with Moretti & Associates’ senior advisors bringing a wealth of knowledge and expertise to a respected institution, and through their dedication to our client-base, we have been able to position ourselves at the forefront of our industry.
Since our inception in 2009, Moretti & Associates has maintained standards of the highest quality, with our priority of satisfying clients the foundation of our success. Moretti & Associates’ outstanding team of financial planners, investors and analysts provides clients with reliability and results. As a client, we offer you a dedicated personal advisor who will assess your requirements, develop a strategy and implement it effectively to your expectations.
At Moretti & Associates, proficiency and competence are seen as essential for building and maintaining our companies’ prestige. With us, you will receive a service of international standard which will provide you with unrivalled opportunities for growth. Whether you are looking to expand your asset portfolio or diversify your financial interests, we guarantee to deliver a successful long-term and resilient strategy.
Moretti & Associates offers clients several services with advisors meticulously ensuring your wishes are implemented. We can arrange, amongst other options, for:
As Chief Executive Officer of Moretti & Associates, Alistair Healy has over 30 years of experience in investment and asset management and has helped establish Moretti & Associates’ firm footprint in the region.
Stanley Yeung serves as Moretti & Associates’ Executive Vice President. Stanley and has been with the firm since its inception in 2009. Stanley oversees the portfolio management and trading operations of the firm.
Harry’s valuable input into Moretti & Associates’ regional growth earned him the position of Chief Financial Officer and he is also a member of Moretti & Associates’ investment committee.
Isabel spends a lot of time researching individual stocks, ETF’s, and mutual funds and also provides advice to several Fortune 1000 firms, while providing general investment advice to corporate clients and individuals.
In the fast pace of the worlds markets timing is everything, contact us now and start taking advantage of the unique services we offer here at Moretti & Associates.