Research Work

As an investment advisor, you have to stay on top of the pulse of investors and the factors that are important to them in managing their portfolios. During a recent survey of private bankers and wealth advisors, the five top factors that were most important to clients in wealth management and investment decisions were: 1) wealth preservation (70%); 2) minimizing tax (62%); 3) minimizing risk (54%); 4) income return (49%); and 5) capital growth (49%). Other top investing factors that ranked over 30% were passing wealth to the next generation (succession planning), portfolio diversification and portfolio liquidity.

What kind of investment advice are you giving to maximize your clients’ wealth preservation? Chances are, we can help!