Copyright © 2024 JSBT. All Rights Reserved.
Provides advice & guidance to clients regarding their investments & manage their investment portfolios.
About Us
About Us
Experts in Providing Investment Consulting Services
Service Since 2015
We do things a little differently at JSBT. Here, we have a commitment to working alongside clients for the long term. We take pride in the results achieved for our clients by following this approach, it is our client retention rates that matter the most to us. Those sustained relationships can only be earned over time and they are what allow us to create not just richer lifetimes, but enduring legacies.
You and your needs are the focus of our work right from the start. We take the time to listen to you attentively. We may ask questions that are not easy to answer.
Why Coose Us
Reason for Choosee Counsolve
01
INDEPENDENCE
We are an independent firm. This means we are not incentivised to promote any particular investments product instead have the freedom and flexibility to offer only those investments that meet our clients’ needs.
02
TRANSPARENCY
Transparency enables us to have oversight of each moving part, allowing us to accommodate your individual preferences in the mix.
03
CONFIDENTIALITY
We develop a relationship with their clients based on trust, transparency and honesty that goes beyond the usual relationship and ensures a total alignment of interests.
04
EXCELLENCE THROUGH SERVICE
Superior service is the cornerstone of our firm. Our sincere, consistent and timely delivery of service is the primary reason our clients choose to do business with us.
05
GLOBAL SERVICES
Many of our clients have assets across the globe. We have an overview of our clients’ worldwide investments and the proposed solutions are in harmony with the overall global portfolio.
06
COMPREHENSIVE
It is through our experience at Imperial, we believe that all aspects of one’s financial life are interwoven to some degree.
Total Services
Last Year 2023
3,456
+25% per week
Our Skills
We keep ourselves
We keep ourselves
up to make your Dreams come true
Investment companies are legally-defined and regulated entities that pool money from investors to invest in a portfolio of securities, such as stocks, bonds, and commodities. They are regulated by the Securities Act of 1933 and the Investment Company Act of 1940, which set forth various registration, disclosure, and reporting requirements.
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38.5%
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61.5%
We Work For
Industries We Served
Technology & Life Sciences
Pleasure is to be welcomed & every pain avoided in certain circumstances claims of duty obligations.
- Denounce with righteous indignation.
- Belongs to those who fail.
Banking & Financial
Pleasure is to be welcomed & every pain avoided in certain circumstances claims of duty obligations.
- Denounce with righteous indignation.
- Belongs to those who fail.
Commercial Real Estate
Pleasure is to be welcomed & every pain avoided in certain circumstances claims of duty obligations.
- Denounce with righteous indignation.
- Belongs to those who fail.
Manufacturing
Pleasure is to be welcomed & every pain avoided in certain circumstances claims of duty obligations.
- Denounce with righteous indignation.
- Belongs to those who fail.
LEADERSHIP
Team Behind Company
Bertram Irvin
He is Chairman and Chief Executive Officer of Counsolve. Read...
Marian Lenora
She is Chief Investment Officer of ETF in Counsolve from… Read...
Herman Gordon
He is Senior Retirement Plan Consultant of Counsolve. Read...
Bertram Irvin
He is Chairman and Chief Executive Officer of Counsolve. Read...
Marian Lenora
She is Chief Investment Officer of ETF in Counsolve from… Read...
Herman Gordon
He is Senior Retirement Plan Consultant of Counsolve. Read...
Bertram Irvin
He is Chairman and Chief Executive Officer of Counsolve. Read...
Call: (+41)-888.76.5432
Do you Have
any idea to Join
With Us
Believe us when
it comes to investment
The moment, so blinded by desire, that they cannot foresee and trouble that are bound to ensue.
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