This is ideal for investors with substantial portfolios who have the time to monitor their portfolios but are looking for professional, custom tailored investment advice and planning, while maintaining participation in the decision-making process regarding their financial affairs. We provide our clients with market insights, financial analysis of various assets, stock selection lists, financial plan implementation guidelines and ongoing monitoring of investments in other for them to make an informed decision regarding their investment. With this service, our clients have the option of making their own investment decisions and mandating us to execute such decisions on their behalf.
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