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Frequently Asked Questions


There are many things to take into consideration when deciding on an Investment Advisor. We find that people have many of the same questions. Below you will find answers to questions prospective clients often ask.

What is your company’s background?

Mount Equity Group grew out of the cumulative expertise acquired by investment professionals at wealth management, brokerage and banking institutions internationally. Our personal and professional backgrounds are international and as diverse as our clientele. Our founders sought to provide a level of service and expertise exceeding what was available, and to give our clients a comprehensive and personal investment experience.

What is the first step? How do I know if you’re right for me?

The best place to start is at the beginning. Send us an email through our contact page and we’ll arrange for you to speak with one of our Investment Advisors, with no obligation. Take your time to decide if we are right for you.

What is your average client like? Do you have a minimum investment?

As time goes on, the first question has become impossible to answer. In short, we have no ‘average’ client. We welcome young people who are just starting in their careers, and as such we have no set minimum. Our clients run the gauntlet from new graduates to established business owners and senior executives of multi-national corporations. Our clients’ needs range from simple and straightforward to exceedingly complex. Your income and stage in life are irrelevant to us. It’s our job to do the best with what you have, and ensure that you make the best possible decisions at all stages of your investing life.

Can I speak to one of your existing clients?

The answer, unfortunately, is no. We understand why you might want to ask questions to those who have been working with us for many years. But we have strict rules of confidentiality in place to guard our clients’ personal and financial privacy, as we would yours if you decide to work with us.

Do you take referrals?

Absolutely. More than half our clients have come to us through referrals from other clients and legal, tax and accounting professionals we interact with regularly. We appreciate the vote of confidence.

I’m a new client – why is my Investment Advisor asking so many questions?

Every individual client has a unique combination of personal characteristics, investment experience and financial needs. Your advisor needs to find out who you are in order to guide you appropriately, and recommend investments that are best for you and what you are trying to achieve. Most people are so busy in their day-to-day lives that they don’t often sit down to consider the big picture and evaluate whether or not they are on the right track. This provides you with that opportunity.

Why are investment professionals always talking about retirement planning?

As Winston Churchill said, ‘Those who fail to plan, plan to fail’. First, people often underestimate what their financial needs will be at a point in the future. This is partly due to inflation, and partly due to people living longer. Second, the future is uncertain and we prefer that our clients retire in a financial situation where they are self-sufficient. Government and corporate pensions will then be an added bonus.

Why invest regularly?

Investing on a regular basis lowers your average unit cost and increases your gains. Markets are volatile, and if you continue to invest regular amounts through volatile and down markets, you will be able to purchase more shares with the same amount of money. Over the long term this adds up to significant wealth appreciation.

I already have a financial advisor. Can I still work with Mount Equity Group?

Yes. We work with clients from all over the world. Some want a second source of investment opportunities, but many are unsatisfied with their current advisor. New clients are welcome to open an account with us and maintain an existing advisor relationship. In a majority of cases, we find that clients are happier with our service and returns, and end up consolidating their investments at Mount Equity Group. Take your time. We welcome competition.

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Please feel free to contact us. We will get back to you within 1-2 business days. Or just call us now.

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