Services Individual Investment Advice Is the Key to Success
Individual Investment Advice Is the Key to Success
What level of risk are you willing and able to assume? What is your investment time horizon? A personal consultation shows you the right investment strategy so you can invest in the markets according to your individual needs.
Define Your Personal Investment Strategy
Since there are many ways to invest, it's easy to become overwhelmed. That's why, first and foremost, you need to define the right strategy for you. How long is your investment time horizon? What level of risk are you willing and able to assume?
A strategic consultation provides clarity and is the first step in finding the right investment tools. We will analyze your financial situation and use it to define the right investment strategy for you.
Identifying Opportunities and Risks in the Portfolio
Of course, you'll want to stay informed about your portfolio performance. This is why we offer an annual, comprehensive consultation so that we can look at how your investments performed in the preceding months. We compare your strategy, your investments, and the market outlook based on our research and explain the opportunities and risks to you:
Your RM will suggest new investment ideas that are right for you. He will also point out any risks in the portfolio and securities that the bank recommends selling. Your RM provides investment counseling to discuss future alignment and will adjust the portfolio as needed.