What are Investment Management Services, and Do You Need Them?
Investment management services are a type of financial service that assists people in managing their investments. These services are typically offered by banks, brokerage firms, other types of financial institutions, and investing firms.
Wealth management is primarily concerned with the protection and preservation of an individual’s assets while advisory services help guide you on how to grow those assets. Advisory services typically offer a range of different products, such as mutual funds, stocks, and funds of funds (FOF). They also provide advice on which vehicles are best for your specific needs. Think about what you would like your retirement to be like. Or do you need tertiary education savings for your children?
You can also choose to have your money managed by a professional who invests in stocks, unit trusts, international funds, the money market, and other appropriate investment vehicles.
Who Benefits Most?
Investment management services are a great way to support people and businesses in reaching their financial goals. You can use these solutions if you have accumulated substantial wealth and are looking to manage your assets. Do you want to start investing in the stock market? Then investment management services are also relevant for you.
The advantages of using investment management services for investors:
- Access to a professional advisor who will assist in making better decisions about how your money is invested.
- Access to the latest research on different types of investments so that you can make informed decisions about which vehicles you should invest in.
- Access to a team that will assist in managing your finances.
Investment Without Help: What are You Missing Out On?
With an extensive range of opportunities available, how do you know which option will work best for your needs? You need to consider factors like risk, liquidity, Return on Investment (ROI) and the goal of investing. You also need to consider the length of time before reaching your retirement age.
Each investment option comes with its own risks, ROI, tax implications, and liquidity aspects. Should you invest in a share portfolio, growth fund, or unit trust? It takes only one mistake to lose a large portion of your savings. Having access to expert guidance mitigates the risks. Expert guidance can help you to make informed decisions while also adapting your individual investment strategy to your changing circumstances, age, and security needs.
Efficient Wealth’s Bespoke Offering
When you choose to make use of our solutions, you will have access to several investment opportunities, which include approved unit trust funds to approved funds of funds (FOF). We also offer you managed and tax-efficient international investing opportunities. Furthermore, you have the benefit of personal share portfolio management and the opportunity to invest in discretionary funds, as well as compulsory funds.
Our financial planners are certified and experienced in structuring portfolios and managing investments. They keep close tabs on the changing investing environments and tweak your portfolio to fit changes in your goals or circumstances and in response to the dynamic investing environment. An independent committee approves the investments, ensuring your portfolio is best managed to reduce your exposure to risk.
Benefit from expert guidance and monitoring to encourage optimal risk mitigation and the best ROI to meet your bespoke needs. Get in touch to learn more about our investment management services, uniquely tailored to you.