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