Retired Consultant Finds Financial Stability with JA Group & Co's Innovative Portfolio Strategies
Client: Arianna Coletta
Region: Europe
Industry: Various
Age: Undisclosed
Client AUM: Undisclosed
Client Since: 2019
Background
Ms. Coletta is an Italian national who spent many decades living in West Africa. After a rewarding career across the natural resources and engineering industries, she opted for early retirement and decided to shuttle between the country of her birth in Europe and her second home in Ghana.
Problem:
Ms Coletta, following early retirement, decided that she needed a recurring stream of income to support ongoing expenditures. She had accumulated some capital over the years which she wanted to preserve. She sought a way to generate passive income from this capital without going down the traditional route of brick-and-mortar rentals.
Solution:
JA Group & Co was consulted on how to create a portfolio of financial assets that mimicked a regular salary or stipend. Years after taking our approach, the client has netted an average yield of 18% per annum on hard currency.
Client Remarks:
“JA Group & Co has been a reliable and committed partner of mine for years. It is very rare to find someone you can trust who exhibits a combination of honesty, quality, and hard work. I trusted JA Group’s judgement from day one and that trust has been immeasurably rewarded.”
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