"Meet the Manager" - Implemented Portfolios скачать в хорошем качестве

"Meet the Manager" - Implemented Portfolios

Our role as a financial adviser is not just to make sure your capital is best invested to realise your financial objectives but to foster education and grow your knowledge to ensure that the best results are attainable for you.     Wealth Depot has developed a collaboration with Implemented Portfolios to provide strategic investment portfolio management over the past 5 years.  Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country. It was founded in 2010, with a desire to see the relationships between us  and our clients develop and flourish. Their mission is to help advisers break free from the pure “investment manager” mold and step deeper into the role they were designed to do – helping their clients live their best lives. Implemented Portfolios provides clients with a world class, technology enabled, individually managed accounts (IMA) service, streamlining the advice process and allowing both advisers and clients to focus on their financial values and goals. GENERAL ADVICE WARNING — Any advice contained in this email is General Advice and does not take into account your objectives, financial situation or needs. Before acting on any General Advice, you should consider whether it is appropriate in light of your particular objectives, financial situation or needs. If the advice relates to acquiring a particular financial product, you should obtain and consider the Product Disclosure Statement (PDS) for that product before making any decisions. No representation is given, warranty made or responsibility taken about the accuracy, timeliness or completeness of information sourced from third parties. Because of this, we recommend you consider, with or without assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.