1 / 1

Rani Jarkas – Few Important Qualities of Good Investment Firms

An investment company is a partnership or trust focusing on the business of investing the pooled capital of investors in financial securities.

Ranijarkas
Download Presentation

Rani Jarkas – Few Important Qualities of Good Investment Firms

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Rani Jarkas – Few Important Qualities of Good Investment Firms An investment company is a partnership or trust focusing on the business of investing the pooled capital of investors in financial securities. The main business of an investment company is to hold and manage securities for investment purposes, and they typically offer investors various funds and investment services, which include portfolio management, custodial, recordkeeping, legal, tax management and accounting services. A good investment company will help you save your assets that don’t lie idle in their nest. Before you choose an investor, there are few important qualities you should consider to be sure the company you choose fits your financial needs. These important qualities include: First, it provides diversified investment options for its clients, that mean a good investment company will diversify investments so that exposure to any one type of asset or market sector is minimal. Top investing firms will make this available to lower your portfolio’s volatility over time, resulting in more consistent returns. Second, it owns dedicated financial advisors or teams. Top investment firms set up professional advisory teams to analyze and understand your interests, concerns and goals before drafting an investment strategy or proposing specific investments. Third, a good investment firm enjoys resources and investment tools. To assist you in making good financial decisions, top investment companies provide you with tools and services, which include financial education tools, market research and analysis resources, trading, retirement calculator, and tracking tools. Fourth, it pays attention on customer satisfaction. As top investment organizations prioritize their customers’ satisfaction first, they will provide a bespoke fit option to their clients. Through this, the finance team may maintain client satisfaction, have a deeper understanding of your needs, and builds a strong, long-term relationship. Cedrus Investments is a global boutique investment firm founded by Rani Jarkas over eighteen years ago, specializing in asset management, financial advisory services and private wealth management. Cedrus’ management team has collectively over 100 years of experience in the financial services industry in the U.S., Europe, Asia, and the Middle East. Through its open-architecture platform, together with first-class business partners, extensive international experience and connections, Cedrus uniquely offers clients access to top-tier fund managers from around the world, direct investments opportunities, single multi-currency accounts, a team that executes real-time trades in multiple markets and global custody services.

More Related