4 Roles  of an Investment Advisor

1.Financial Planning

A trusted investment advisor assesses your goals, analyzes your finances, gauges risk tolerance, and tailors a plan to achieve your objectives.

2. Investment Strategy

Your advisor tailors an investment strategy for max returns and risk control, allocating assets (stocks, bonds, real estate) based on your risk profile and time frame.

3. Portfolio Management

Your advisor regularly watches your investments, adjusting when needed, considering market trends, your situation, and economic conditions to stay in line with your goals.

4. Risk Management

An advisor minimizes risk by diversifying your investments and guides you on risk management strategies.