The Complete Guide to What We Do
Investments are a crucial part of any high net worth individual’s wealth management strategy. It allows you to build your wealth, grow your savings, expand your assets, and even provides the basis for other financial plans, such as retirement and estate plans. If there’s one thing wealth management or a financial plan, in general, can’t succeed without, it’s smart investment management. And for smart investment management, you need the right financial advisor Colorado. That’s why we suggest reading our exclusive guide on choosing the right financial advisor for investors worth $10 million or more.
Strategies For Families Worth $25 Million To $500 Million
The Art of Protecting Ultra-High Net Worth Portfolios and Estates
The insights you’ll discover from our published book will help you integrate a variety of wealth management tools with financial planning, providing guidance for your future security alongside complex financial strategies, so your human and financial capital will both flourish.
Clients frequently share with us how the knowledge gained from this book helped provide them tremendous clarity, shattering industry-pitched ideologies, while offering insight and direction in making such important financial decisions.
When looking for a high net worth financial advisor, you don’t need to look further than Pillar Wealth Management. Our wealth managers and financial advisors hold a combined experience of more than sixty years working in this industry. We rely on more than 100 years of market data and research to develop the perfect portfolios that can withstand various industry conditions as well. Our specialized and distinctive solutions are based entirely on your goals and targets. Reach out to our expert advisors to develop the best portfolio strategy for yourself.
In this blog, we’ll be answering some of your questions regarding investment management and hiring a financial advisor Colorado. Let’s dive right in.
You can also order a copy of our book, The Art of Protecting Ultra-High Net Worth Portfolios and Estates – Strategies for Families Worth $25 million to $500 million, to learn more about investment management and how to grow your wealth.
Table of Contents
What is Investment Management?
Investment management involves the complete handling of various financial assets, investments, and portfolios of an individual or family. It includes devising the right investment strategies based on an individual’s goals, developing the right combination of products and securities in a portfolio, and executing those investment and portfolio growth strategies as well. Discover how you can maximize your portfolio growth strategies by reading our handy guide.
Investment management can be done for short as well as long-term goals. Additionally, smart investment management can not be done in isolation. The best financial advisors know that investment management, on its own, is not always enough. It has to be integrated with tax optimization and risk management strategies to continue growing their investments and also protecting them.Read our complete guide on the best financial advisors to learn how to choose one for families worth $5 million to $500 million.
What to Know Before Meeting With a Financial Advisor?
If you’re thinking once you give your financial advisor a rough number as to how much you want your assets to grow and how risk-averse you are that will be the end of it, then you’re quite right wrong. While some big financial institutions do only ask for basic information, the best financial advisor Colorado will ask for more information. While these things are important, these financial advisors know that ultimately, it’s your goals that are the most important.
Therefore, before you meet with a financial advisor regarding investment management, you should know why you’re going to them. What goals do you want to meet? What targets do you want to accomplish in life through investment management and wealth management overall? Tying your portfolio performance to important factors, like your personal financial goals, plays a big role in its success. Affluent individuals can learn more about it by reading our comprehensive guide on how to improve portfolio performance.
What Investments Might a Financial Advisor Use?
As mentioned earlier, the best financial advisors know to base your investment plans on your short and long-term financial goals and targets. Therefore, even the precise investments they choose depends on your goals and targets. For instance, if a person is nearing retirement, and they want a secure financial position, the financial advisor might use fixed-income investments.
If a certain client wants to save and minimize their taxes as much as possible, the advisor might recommend tax-free bonds. Similarly, a financial advisor can invest in stocks, real estate, mutual funds, retirement accounts, and so on. Schedule a consultation with our experienced advisors to talk about the different investments suitable for you.
Do Financial Advisors Invest Your Money?
There are various types of financial advisors, from investment advisors to asset managers to wealth managers. Some financial advisors are simply allowed to handle the buying and selling of securities on behalf of their high net worth clients. Some advisors, such as registered investment advisors, are regulated and authorized to offer investment advice as well.
Therefore, depending on the type of financial advisor you choose, they can invest your money and provide complete investment management services. Contact our advisors to learn more about our investment approach.
Finding the Best Financial Advisor Colorado for Investment Management
Investment management is one of the trickiest aspects of wealth management. The slightest change in the market or economy can lead to significant changes within your own portfolio’s value and, consequently, your net worth. That’s why you need an experienced and highly skilled financial advisor Colorado to handle your case. Learn how investors worth $10 million or more can find the right financial advisors for themselves by reading our exclusive guide.
At Pillar Wealth Management, our wealth managers and advisors have been working with affluent clients and developing smart portfolios for the past thirty years. We design our portfolio strategies according to our clients’ needs, aspirations, and unique financial situation. We base our strategies on real market data and extensive research. Furthermore, we test portfolios against the various market and economic conditions to ensure that it achieves the best performance possible in various circumstances. Get started on your investment management by scheduling a consultation with our advisors today.
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