
Evaluating Client Investment Issues
In order to provide customized service for every individual client, Herrand Associates advisors collaborate tightly with the client to obtain a thorough comprehension of his or her current financial condition and to pinpoint a continuing chain of investment objectives.
Client-Focused Investment Profile
With the information, Herrand Associates develops a Client Investment Profile which will be utilized as a road map for every investment need identified to help achieve or address special choices, capabilities and risk tolerance levels.
Details
- Publication Date
- Oct 2, 2017
- Language
- English
- ISBN
- 9781387267651
- Category
- Business & Economics
- Copyright
- All Rights Reserved - Standard Copyright License
- Contributors
- By (author): Ervin Chalker
Specifications
- Format