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Wealth Management Consultant

ABOUT THE SERVICE

Advisory Broker or wealth management consultant is a new approach to personal finance management that has already become popular in Europe and the USA.

WHAT IS DIFFERENT?

The main principle is the competent setting of long-term goals and their progressive achievement with the help of stock market instruments. This consulting format does not imply attempts to make a quick profit, but systematically leads you to achieve your goals within the time frame you set.

WHAT IS THE USE?

A wealth management consultant will help you set financial goals, draw up a plan for achieving them and a portfolio that suits your goals, and will accompany you throughout the investment period.

HOW DOES IT WORK?

  1. You define long-term goals
  2. Drawing up an investment profile:
    • Attitude towards risk
    • Desired yield
    • Individual features
  3. Putting together a portfolio for long-term investments:
    • Drafting an investment policy agreement
  4. We advise on the composition of the portfolio over the entire investment horizon:
    • Analytical support
    • Portfolio rebalancing as needed

Why can we be responsible for your finances?

Wealth management consultants "TrandMarkets broker" - brokers with international certificates in wealth management ICAWM, CISI, London Institute for Securities and Investments (international certificate in advances wealth management from charterted instituree for securities & investment, London).

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