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What Is The Role Of An Investment Adviser?

Answer»

INVESTMENT adviser work with investors to help them make a choice of securities that they can buy, BASED on an ASSESSMENT of their needs, time horizon return expectation and ability to bear risk. They may ALSO be involved in creating financial plans for investors, where they define the goals for which investors need to save money and propose appropriate investment STRATEGIES to meet the defined goals.

Investment adviser work with investors to help them make a choice of securities that they can buy, based on an assessment of their needs, time horizon return expectation and ability to bear risk. They may also be involved in creating financial plans for investors, where they define the goals for which investors need to save money and propose appropriate investment strategies to meet the defined goals.



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