Investment Management and Consulting
Investors are often plagued by a myriad of frightening questions:
Am I making the right decisions with my investments?
Does my financial advisor truly have my best interests at heart?
Should I be managing my money on my own?
How can I ensure fees aren’t corroding my investment portfolio?
Successful investment management should produce optimal returns while keeping a client’s ultimate goals and individual risk tolerance in mind by:
- Providing a Risk assessment
- Asset class Allocation
- Portfolio performance analysis
- Investment management oversight
- Progress reporting
Shan Nissiotis 