HOW WE MAKE YOUR MONEY WORK FOR YOU

Helping our clients succeed is our sole purpose

You find out the importance of ownership when you follow the money.

We build Wealth through the stock market, real estates, digital market, Gold mining, investments in shares of company stock, Hard Currency exchanges, Crude Oil, Metals, Energy, Agriculture and turn this assets into cash. At Pennywise Wealth Management our experts gets into more details trading process in the open market for ready cash.

Typical investment management companies are owned by outside stockholders. These companies have to charge fees to pay their owners, which can reduce investors' returns.

At Penny Wise there are no outside owners, and therefore, no conflicting loyalties. The company is owned by its funds, which in turn are owned by their shareholders—including you, if you're a Penny Wise investor. Our unique client-owned structure allows us to return profits to our investors in the form of lower expenses. Low costs helps our clients keep more of their returns, which can help them earn more money over time investing with Pennywise Wealth Management.

In other words, Penny Wise is structured as a "mutual" mutual fund company. Our interests are completely aligned with those of our clients. We never have to weigh what's best for clients against what's best for the company, because they are one and the same.

Investors around the world can benefit from the result: stability, transparency, long-term perspective, rigorous risk management, low costs, and a bedrock commitment to their best interests. No wonder our clients have proven to be extraordinarily loyal.

Investment Finance

We finance a broad range of investments, including securities as well as art, aircraft, sports leagues, teams and stadiums, and law firms.

Commercial Real Estate

From tailored and flexible structures to more traditional solutions, our dedicated team of experts have analyzed, underwritten, negotiated and managed real estate assets for more than 25 years. We have a lending portfolio ranging from office buildings, warehouses and distribution facilities to mixed-use, multi-family properties and retail centers.

Our portfolio includes a full range of loan structures, competitive rates and a long-term commitment to funding throughout the real-estate cycle which gives us a very high return.

COMMODITIES

Penny Wise harnesses the power industry-leading commodities platform to bring you derivative expertise, world-class financial and physical trading, and industry-leading research.

Global reach

Through trading desks in Calgary, Houston, London and Singapore, We have access to round-the-clock coverage of a broad array of physical and financial commodity products.

Besides exposure to individual commodities, we also have access to a full range of commodity index products, and also a proprietary suite of indices that aim to outperform traditional commodity benchmarks. We also take advantage of Penny Wise cutting-edge execution and trading infrastructure that gives us a maximum high returns.

Equities

Carefully selected equities and equity strategies play an important part in a balanced investment portfolio, and potentially deliver enhanced investment returns and risk diversification.

Comprehensive access

Located across four continents, our equity specialists can help you access more than 90 markets around the world. Our equity specialists have access to both cash equities and derivatives, letting us implement tailored strategies through a single point of contact. As well as our market-leading execution capabilities, we are able to provide margin finance secured by our equity portfolios which gives us a very high returns.

Foreign Exchange

With daily volumes worth several trillion dollars, Foreign Exchange is the largest and most liquid market in the world.

Extensive FX access

Penny Wise award-winning coverage includes local FX presence in 81 countries and also Involves pricing and trading in a wide array of currencies and precious metals. Through our desks in New York, Singapore, London, and Geneva, we access the world’s FX markets 24 hours a day. Our Specialties includes competitive pricing, sophisticated global limit order monitoring, market transparency, efficient execution and timely settlement on currencies and services.

Hedge Funds

Investing in hedge funds can offer the potential to earn attractive risk-adjusted returns —alpha— and to diversify portfolio. We understand that alpha is very hard to generate and that only a small minority of active managers are able to achieve it.

Our manager research team undertakes rigorous analysis to screen and select from the world’s leading investment managers.

Private Equity

Private equity is an illiquid asset class that can potentially enhance portfolio's returns and help mitigate risks. These unique and attractive investment opportunities are often unavailable via public markets. Our Expert research team seeks to originate thematically-relevant opportunities across the private equity spectrum, including debt, equity, and structured products focused on both developed and emerging economies. An opportunistic approach to origination combined with a rigorous due diligence process underpins our goal of seeking to deliver attractive risk-adjusted higher returns for you.

Deeper insights

Finding the most promising investment opportunities in private equity requires intensive research and due diligence. We believe this is best done by local experts in the specific market or region, rather than by distant teams and our offices are located around the world. We therefore not only exploit investment opportunities that are unavailable in the public markets, but also access them via a wide range of options, many of which are unique to Pennywise .

Traditionals

Navigating a universe of around a hundred thousand investment products requires significant time and expertise. Our expert research team identifies third-party managers whom they believe are likely to achieve the highest relative risk-adjusted returns over a whole market cycle.

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