Professional Investment Management Services
For many, part of wealth management – and the potential growth of wealth – involves investments. Sometimes investments become tricky to manage, however – and that is when you seek professional help. Hi, I’m Dr. Penelope Tzougros. I am a professional financial planner who is prepared to help you with investment management.
How Does Investment Management Work?
Investment management is about the function of your portfolio. Wherever your money is – in banks, mutual funds, ETFs, stocks, bonds, real estate, or something else – it’s important to track what it is doing for you.
You have timeframes and goals. Is the way your money is allocated helping you reach your targets? You may be making all your own decisions, or have advisors for parts of your portfolio. Is anyone looking at all your assets and evaluating which pieces are beneficial and which ones are too weak to continue to hold?
Seek Professional Investment Management Services Through Wealthy Choices®
What a Wealthy Choices® review can do is provide an overview of how your assets are functioning for you and then suggest what to do with the weak links and the strong contributors. You do not have to move all your assets because you will be paying a fee for the analysis. With this second opinion, you can proceed however you wish in managing your assets.
Contact Wealthy Choices today to learn more about our Investment Management Services.
