Company Information

Get to know Valori & Finanza Investimenti SIM S.p.A.

Founded in 1999, Valori & Finanza Investimenti SIM S.p.A. is an independent Italian investment firm (Società di Intermediazione Mobiliare) authorized by the Bank of Italy and supervised by CONSOB. The company's mission is to offer highly personalized investment services, focusing on building long-term, trust-based relationships with its clients. Its core services include discretionary portfolio management, investment advisory, and the reception and transmission of orders, catering to the specific needs of both private and institutional investors.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Valori & Finanza Investimenti SIM S.p.A.

Italy

Founded in

2005 (21 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.