Wealth Advisory And Management Services
An assigned Investment Advisor will provide continuous advice regarding the investment of Client’s funds based on a pre-completed risk analysis. Investment advice and decisions will take into consideration the clients goals, objectives, and needs – both short-term and long-term. The Advisor will always direct and manage a given portfolio of securities based on an agreed upon strategic plan which is specific to each and every client.
Some of the asset classes that would be included are:
› Cash and its equivalents
› Equities
› Derivatives
› Fixed income assets
› Real Estate
› Closed and Open-ended Mutual Funds and ETFs.
› Alternative investments
› Commodities
› Franchises