Wealth Advisory and Investment Management Services
An assigned Investment Advisor will provide continuous advice regarding the investment of Client’s funds based on a pre-completed risk analysis. Investment advice and decisions will take into consideration the client’s goals, objectives, and needs – both short-term and long-term. The Advisor will always direct and manage a given portfolio of securities based on an agreed-upon strategic plan which is unique to each client.
Some of the asset classes that would be included are:
- Cash and cash equivalents
- Equities
- Derivatives
- Fixed income assets
- Real Estate
- Closed and Open-ended Mutual Funds and ETFs.
- Alternative investments including Crypto currencies
- Commodities
Our clients are able to view and interact with their account through the SWFO Â web portal or through our third-party custodians.
