Trade & Project Finance Advisory

Services

Trade & Project Finance Advisory

Companies engaged in international trade or large infrastructure projects benefit from our expertise in financing tools. We assist in structuring Letters of Credit (LCs), Standby LCs (SBLCs), and bank guarantees to support global business transactions.

Advising a construction firm on securing funding for a power plant

Structuring an LC for an importer in the Middle East

Helping exporters secure performance guarantees from European banks

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Varieties

Financial outsourcing can help you reach your goals

As investing becomes more complex, it becomes increasingly difficult to make the right choices. We can help ensure the right staff, systems, and expertise are in place through our institutional consulting. Our OCIO Outsourced Chief Investment Officer service shifts that burden to us, allowing nonprofits to pour their passion into fulfilling their mission.

Outsourced Chief Investment Officer Services

Investment Policy Statement

Financial Outsourcing Communication and Reporting

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Portfolio

Goal-Based Management of Institutional Portfolios

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Our Services Are

  • Based on your personal needs and circumstances
  • Focused and disciplined with an emphasis on trust, integrity, expertise, and service
  • Designed to mitigate the amount of loss sustained during a market decline while optimizing overall investment returns
  • Based on unbiased, professional experience
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