Investment advisory

An Investment advisory, is a service that recommends certain securities primed for appreciation, usually through direct management of clients' assets or by way of written publications.[1]

Purpose

Advisory services usually explain their investment theses to their customers and propose assets (such as stocks) that they view will appreciate over time. Advisers typically provide ongoing advice about buying, selling and/or holding investments and will monitor the performance of your investments and their alignment with the buyer's overall investment objectives. The fee that the customer pays for this advice is typically based on the value of all of the assets held in their account with the adviser. They may pay other fees and costs related to servicing the account and the investments that are bought or sold. Advisers also may give advice about market trends or asset allocation or offer financial planning services.[2]

Investment advisers owe a fiduciary duty to their clients and are required to put their clients’ interests first at all times.[3] Advisors usually suggest various potential investment strategies designed to best meet clientele needs given their budget and preferences.

Risk Management is also one of the purposes of these services. Investment advisory services help clients navigate the inherent risks associated with financial markets. By conducting thorough risk assessments, advisors can tailor investment portfolios to match clients’ risk tolerance and financial services. To reduce costs and provide scalable personalized investment advice, some platforms perform this assessment and subsequent advisory service through automated means.[4][5][6] These platforms are also known as robo-advisors.

References

  1. ^ "What is an Investment Adviser, How do They Work?".
  2. ^ "Investment Adviser | Investor.gov". www.investor.gov. Retrieved 2023-05-03.
  3. ^ "What is an Investment Adviser, How do They Work?".
  4. ^ "Using Academic Research to Build a Personalised Managed Investment Account". Stalwart Holdings. Retrieved 2024-08-09.
  5. ^ "Robo advisor investing: How to use robo advisors and automate your investing". Faster Capital. Retrieved 2024-08-09.
  6. ^ "Schwab Intelligent Portfolios®". Charles Schwab. Retrieved 2024-08-09.

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