Rani Jarkas – Key Aspects of Financial Advisory Services

Businesses and individuals are regularly presented with complex financial situations and decisions, some of these may present valuable opportunities that no one could afford to neglect, while others require you to protect yourself in litigation matters or financial disputes. How you respond to these demands is a major determining factor in the success of your business or personal finance. Most of the time these decisions require expertise beyond the realm of current internal resources. This is when financial advisory services shall demonstrate its uniqueness in adding valuable resources to the decision-making process.

 

A financial advisor is often responsible for more than just executing trades in the market on behalf of their clients. Advisors use their knowledge and expertise to construct personalized financial plans that aim to achieve the financial goals of clients. These plans include not only investments but also savings, budget, insurance, and tax strategies. Advisors further check in with their clients on a regular basis to re-evaluate their current situation and future goals and plan accordingly. All these consist a healthy and helpful financial advisory services arena to all investors.

 

Cedrus Investments is a financial advisory services provider that can provide customized financial planning to its clients. It is a global boutique investment banking firm founded by Rani Jarkas over seventeen years ago, specializing in asset management and financial advisory services.

 

Cedrus’ private wealth management offers private investors sophisticated and comprehensive Wealth Management Advisory Services and Asset Management Solutions. Cedrus services include offering clients access to top-tier investment products in the global marketplace, providing total portfolio management, developing customized asset allocations and making investment decisions based on unbiased, analytical research.

 

Cedrus utilizes a state-of-the-art, open-architecture platform and some of the most cutting-edge technologies in the marketplace. Cedrus’ platform offers clients various advantages including global access, single account & multiple currencies, optimal execution, anonymous order execution and transparency.