DeRamus Wealth Investment Advisor Services
Home > DeRamus Wealth Investment AdviserWhat is an Investment Advisor?
An investment adviser is an individual or firm which gives advice about securities to their clients. As an example, an investment advisor that receives compensation for giving advice on investing in bonds, mutual funds, stocks, or exchanged traded funds. In some cases, an investment adviser will manage portfolios of securities.
In most cases, a financial planner is an investment advisor, but not every investment adviser is a financial planner. Financial planners will typically assess all aspects of a clients financial life, including savings, investments, insurance, retirement funds, taxes, and estate planning.
Before you choose an investment advisor or other financial professional, you should know exactly what services you need, and whether they can provide them. At DeRamus Wealth Management, we work with a wide range of clients with a variety of needs. When you work with us, we will take the time to understand your specific needs. We can offer a host of services that can help you or your company reach your investment goals.
Why Should I Work With an Investment adviser
There are two main reasons you should be working with an investment advisor. First, they can make short term decisions that will affect your long-term investment strategy. An investment adviser isn't just someone who reads the financial news to see what investments are available. An investment advisor is someone who dedicates their entire career to understanding the past, present and future of investing.
Second, your investment adviser can update your investment plan. While some individuals and businesses may be able to do their research to find a smart investment in the short term, they typically don't have the time or resources to constantly reanalyze their plan to ensure that it is still in line with their goals. At DeRamus Wealth Management, your investments are monitored on a regular basis.
Why Should I Choose DeRamus Wealth Management as My Investment Advisor?
DeRamus Wealth Management has worked with a wide range of clients, from individuals who need their money invested, to Fortune 1000 corporations who need assistance managing their investments. When you choose us, you'll be working with an investment adviser who offers you a truly personalized approach. We don't believe in one size fits all investment plans, and we know that your needs are unique. For that reason, we take the time to assess your needs before we determine the investment options appropriate for you.
Of course experience is a huge factor when hiring an investment advisor and DeRamus Wealth Management has the experience you should demand. Our CEO has a broad background in business, real estate, and financial services, and has been proudly involved for more than 15 years. There are few good substitutes for experience.
Why is it Important to Hire an Independent Investment adviser?
We are proud to be an independent firm, which we believe is essential to providing our clients with unbiased investment advice. Many investment advisors are employees of their firms. This means that they'll charge their clients a fee instead of a commission, just as we do. However, they may also receive other incentives from their employers for directing their clients to particular proprietary products or using in-house research. We believe that this corrupts the process, as it encourages an investment adviser to recommend one product over another. For this reason, we remain independent and have no motivation other than the success of our client's investments.
What Are Soft Skills and Why Should My Investment Advisor Have Them?
As you search for the right investment adviser, you'll likely come across the term 'soft skills'. This applies to intangible skills that are not quantifiable, but are essential to finding a financial advisor. Soft skills include compassion, a genuine interest in your financial future, and a willingness to understand your situation and answer any questions you have. We come to you with the experience and expertise you need, but we also pride our company on these essential soft skills.
Every client we work with gets a truly customized approach. We take the time to understand their needs and provide them with as much assistance as they need. Some of our clients prefer a hands off approach and leave all the decisions to us. Others prefer to be more involved in the process, and want to understand why we're choosing one investment product versus another. Our goal is to involve you to the exact level that you're comfortable. When you work with DeRamus Wealth Management, you're working with an experienced company who believes that honesty and integrity are an essential part of the investment adviser process.