Wealth Management and Investment Advisory
Investment Advisory services are provided by Seraphim Wealth Advisors, Inc., a related entity, and a FINRA and SEC registered investment adviser located in Atlanta, Georgia, USA.
The Firm will assign a dedicated Team, led by a licensed Investment Advisor to you and your relationship with us. The Team Leader will provide continuous advice regarding the investments undertaken for you, our client. All investment activity involving client funds will occur in accordance with a pre-completed risk analysis that provides us with the client’s risk tolerance score. All investment advice and decisions will take into consideration the client’s goals, objectives, and needs – both short-term and long-term. The Team Leader/ Investment Advisor will always direct and manage a given portfolio of securities based on an agreed upon strategic plan which is specific and unique to each client.
Some of the asset classes that would be included are:
- Cash and its equivalents
- Equities
- Derivatives
- Fixed Income Assets
- Real Estate
- Closed and Open-ended Mutual Funds and ETFs.
- Alternative Investments
- Commodities
- Crypto Currencies
