We are Fortrada Advisory Partners. Nimble. Innovative. Straightforward
Our
Values
Client First
Core Principle: Everything we do starts and ends with the client. Their needs, goals, and success guide our actions, decisions, and strategies
Application: We listen carefully, understand deeply, and always strive to deliver solutions that create value for the client. We communicate in clear, straightforward language, ensuring that everyone – and especially clients – understands our work
Integrity and Transparency
Core Principle: Honesty, ethical behavior, and transparency are non-negotiable. We believe in radical transparency, both internally and externally
Application: We communicate openly, disclose conflicts of interest, and honor our commitments, even when it's difficult. We provide clear and thorough explanations of our strategies and decisions to clients and deliver internal feedback openly and constructively
Excellence
Core Principle: We strive for excellence, holding ourselves to the highest standards of performance. We don't settle for 'good enough' and continuously aim to exceed expectations
Application: Every team member is responsible for meeting and exceeding client expectations. We rigorously measure ourselves against both industry standards and ambitious internal goals. We are committed to delivering exceptional service, insights, and results in everything we do
“Kaizen” Improvement
Core Principle: Improvement is not a one-time act, but a continuous process. We adopt the principles of Kaizen, consistently looking for ways to improve efficiency, innovation, and client outcomes
Application: Every employee is empowered to suggest improvements and take action to implement positive change. We invest in professional growth to keep raising the bar
OUR LEADERSHIP TEAM
Our Team Has Business, Investment, and Operations Expertise
Alfonso Ricciardelli, CFA
Partner and Head of Business Development
Mihai Covrig
Partner and Chief Legal Officer
Pedram Parhizkari, CAIA, FDP
Managing Partner and CEO
Our Home
corporate@fortrada.com
(555) 555-5555
Fortrada Advisory Partners
7 Bell Yard
London, WC2A 2JR
WE ARE FAMILY