Aegean
Wealth Management ®
Global Presence

Investment advisory
 
We offer investment advisory services at an hourly fee.

Within investment advisory services we focus on asset allocation. The goal of asset allocation is to create a recommended asset allocation that matches the client’s risk tolerance, economic ability, and understanding. During the asset allocation advisory meetings, we will explain the rationale behind including certain asset classes within a recommended asset allocation. A proper asset allocation that matches the client, which the client understands, can work miracles on the client’s psyche.

Once decided upon, asset allocation can be implemented into an investment portfolio. We do not implement investment portfolios in house, but we can recommend to the client different firms that can implement the investment portfolios according to the recommended asset allocation.
 
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