Extensive Wealth Solutions
Herrand Associates provides discretionary asset management assistance to clients who choose to entrust the asset management task to investment professionals. Discretionary Asset Management Utilizing a prepared Client Investment Profile, an investment approach is devised with an asset allocation consistent with risk-tolerance levels of clients under management. Asset Management Solutions in Summary · Client-customized financial management · Day-to-day, meticulous monitoring of asset dynamics · Asset allocation balancing to adapt with market movements · Continuous accessibility to an assigned account manager · Overview of potential investment options consistent with risk capacity Comments are closed.
|
Archives
December 2017
Categories |