What are investment advisory services?
Investment management services include not only a comprehensive financial review, but also includes the process of providing ongoing oversight, guidance and implemention of investment decisions. Investment management services also include making adjustments when appropriate, evaluating results, providing regular communication and ongoing general financial advice. When you retain FOFP for investment management services, consider us your personal financial confidant: someone who is available to answer your questions about any financial matter at any time.
Related Questions
- What other services does DWM provide (besides investment advisory services)? For example, do you offer financial planning, retirement planning or estate planning?
- Do different types of investment and advisory services influence the results differently?
- How is Capital Management compensated for advisory and investment services?
