Frequently Asked Questions
Who Are You?
FX Investment Strategies LLC is an independent fee-only investment advisory firm founded by Clemens Kownatzki, a Financial Markets Executive & Entrepreneur.
What Services do you provide?
We provide clients with personalized investment plans and specific investment research reports for more complex investment needs. We also have a monthly investment letter by subscription.
What Is Your Investment Experience?
Mr. Kownatzki has over 15 years of experience in international financial markets covering all aspects of investments in equities, commodities and foreign currencies.
From 2000 until now, he has been a management consultant and chief operating officer for Concord Global Investments, a foreign currency brokerage firm.
Prior to joining Concord, Mr. Kownatzki was managing director and senior executive officer of Henyep Investment (UK) Ltd., a London based Foreign Exchange and Commodities Broker from 1994-2000.
Do you provide portfolio management services?
No. We consider “You” to be the best curator of “Your Money”.
By providing you with the appropriate tools, information and investment education, we strive to achieve a client relationship without any conflicts of interest and to substantially increase your chances of achieving superior long-term returns.
What are your fees?
FX Investment Strategies is completely independent and does not endorse any broker, bank or other financial institution. We do not receive any commissions, referral fees or any other introducing fees. The only fees we receive are directly from clients.
We charge hourly fees and/or pre-negotiated fixed fees for providing you with a financial plan, personal asset allocation or any other investment research advice. Our fees can be found on our disclosure document Form ADV-II which is given to clients on or before signing our investment advisory contracts.
Will you hold my money or any of my assets?
No. Since you are the curator of your money, you will select a broker or bank of your choice that will be holding your funds and your assets. We do not hold any client money.
Can we meet In Person?
Absolutely; we are happy to meet all clients no matter how big or small your investment portfolio may be. However, you will appreciate that our time is as valuable as yours. We therefore recommend a free and non-binding consultation by phone, email or online chat to establish the basics and to get a head-start before meeting with you.
We ask that each client fill out a short questionnaire to establish risk tolerance, expectations and basic investment objectives. Our initial consultation is free of charge and you don’t have to commit to anything until you are completely satisfied with our process.