An investment advisor develops investment strategies, knowing the needs and objectives that their clients expose them to. As a result of a first small interview, it seeks to provide you with the best options that you can adopt, according to the risks that you can tolerate and the particular changes of these objectives, caused by new needs: the market environment and its effects throughout these life cycles that one has throughout their day to day and to which we will have to adapt.
If you want to see it this way, this initial interview is very similar when you go to a doctor in which he first asks you what symptoms you have and why you go to him. From this, he will begin to carry out his analyzes and hypotheses prior to the possible condition and the best treatment he can offer to treat you in the best way will be changing as he notices a positive or negative evolution on it.
What difference is there in an investment advisor?
It is worth mentioning that all those financial advisors who are dedicated to providing wealth advice and are working in investment banks, have to meet requirements, such as presenting an exam which allows them to obtain a certification that supports the technical quality and knowledge about the markets and the various instruments and their main characteristics.
In addition to this, you will also have to study on issues that address the regulatory framework, that is, the laws that are made to provide protection and a healthy development of the market to generate certainty for all those who wish to participate.
And last but not least, the ethical part, subject to a specialized code of ethics for the stock market community, an investment services guide that talks about the different modalities and to which all John Labunski financial advisors of this type must adhere.
How to choose an investment advisor?
Let's see some points that can help you make the decision if you have a good advisor or how to have tools to be able to choose:
That it has a "current" certification , you can consult it on the AMIB page in its list of certified personnel.
Keep in mind that your advisor also attends to other clients in charge of him, but this does not mean that he is not in contact with you throughout the month or that he can report as soon as possible.
Help you optimize your investment strategy and explain the market and economic outlook, providing you with solutions.
Information: a good professional will provide any type of information.
Language without technicalities: manage fluency when providing you with information, including the interpretation of the account statement.
An investment advisor is one who will be accompanying you so that you meet the financial goals that you have set for yourself and is always backed by an institution with more experts who seek the best opportunities in the market. Learn more about how you can get help from financial advisors and what investment products are ideal for you, fill in your information at the end of this note and a specialized advisor will contact you to answer all your questions.
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