When looking for help in selecting and managing your portfolio and/or investments, you may look to a company or individual in Greensburg PA who provides investment advisory services. These are offered by investment advisors. They intend to ensure you receive the best advice possible on the buying and selling of securities to ensure your investments are a long-term success.
What Is Investment Advisory Services?
The services provided by an investment advisor are bound by legal obligations. The individual providing the services must be registered with the United States Securities and Exchange Commission or the state equivalent – dependent upon the monetary worth of assets – before s/he can claim to be an investment advisor.
When registered and in the position of managing the requisite amount of assets, the investment advisor can provide the following direct and indirect investment advisory services:
- Passive and general investment advice on securities and/or industries
- Investment advice Tailored to meet an individual client
- Management of investment portfolios
- Financial planning
- Brokerage services e. g. the purchase and/or selling of stocks and bonds
The services that an investment advisor may provide are neither exclusive nor binding. They are governed by and agreed upon in a document of Agreement.
Investment Advisory Services
If you want to have your assets managed and/or receive sound investment advice, hire an investment advisor. S/he will work with you or on your behalf, to achieve your financial goals. The intensity of the involvement is set by your needs and wishes and will be clearly outlined to avoid any misunderstanding.
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