Extensive Wealth Solutions
Herrand Associates provides discretionary asset management assistance to clients who choose to entrust the asset management task to investment professionals.
Discretionary Asset Management
Utilizing a prepared Client Investment Profile, an investment approach is devised with an asset allocation consistent with risk-tolerance levels of clients under management.
Asset Management Solutions in Summary
- Client-customized financial management
- Day-to-day, meticulous monitoring of asset dynamics
- Asset allocation balancing to adapt with market movements
- Continuous accessibility to an assigned account manager
- Overview of potential investment options consistent with risk capacity