Independent financial advisor

For business and families

External CFO

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Personal and family financial advisor

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Independent financial advisor for business and families

Have you felt caution when the salesperson pushes for only his or her own company’s financial products? No surprise – that’s a salesperson job. Would you expect an honest advice, please contact AIM Invest.

Would your business benefit from external out-of-the-box view before proceeding with strategy shift, big investment or upgrading risk management? In that case, calling AIM Invest would generate a quick return.

Do you consider decisions on mortgage or insurance, investment for pension or studies as important ones? If you do, AIM Invest invites you for an open conversation.

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Objectivity

Unbiased evaluation of your situation deriving to independent advice

Experience

Managing bank’s treasury and state reserves, pension funds and personal portfolios;
20+ years of managerial experience by heading the companies, the boards and departments

Competence

In finance, investments, fintech, strategy, governance, risk management, ESG and many more

Mindaugas Vaičiulis, the Founder and President of AIM Invest, has over 20 years of experience with prior roles including Executive Director of Banking Service at the Bank of Lithuania, Chairman of the Lithuanian Mint as well as a Director General for DNB Bank’s asset management firm, managing pension funds. Mindaugas has extensive experience in strategic planning, governance, asset & risk management, and monetary policy implementation.

Mindaugas holds a CFA (Chartered Financial Analyst) and IFID (International Fixed Income and Derivatives) qualifications, General Financial Broker Licence and he has passed the Professional Board Member Education Program.

The goal of AIM Invest is to understand and meet your needs, and we attract the team of professionals ready to overcome the challenge.

Mindaugas Vaičiulis
Mindaugas Vaičiulis

Mindaugas Vaičiulis, CFA

Founder and President

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Services for Business

Fintech

  • Fintech B2B solutions
  • Digital disruption of financial services
  • Innovative e-money, payment, investment institutions

Financing solutions

  • Evaluation and structuring of investment projects
  • Optimal capital structure
  • Alternative funding

Outsourced CFO

  • Financial controlling
  • Risk management
  • Operational efficiency

Independent Board Member

  • Strategy consulting
  • Objective view from outside
  • Risk management

Investor relations

  • Compliance, reporting, disclosures
  • Value added through happy investors

ESG and reputation

  • Environmental and social responsibility
  • Good corporate governance

Personal and family finances

Family balance-sheet

Holistic view into assets vs. credits, income vs. expenses;  roadmap for your family goals

Freedom

Practical steps towards your financial freedom

Home

Advice on your safe mortgage financing

Pension

Prepare for the early retirement

Studies

Your children deserve the preferred studies – prepare for it

Dreams

Financial roadmap towards your Dream

Licenced services would be provided only after being granted the respected licences from the state authorities.

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