What does a financial advisor do? In general, these professionals help you make decisions about what you should do with your money, which may include investments or other courses of action.
Key take aways of a financial advisor usually include: using their knowledge and expertise to construct personalized financial plans that aim to achieve the financial goals of clients, further reviewing on a regular basis to re-evaluate their current situation and future goals and plan accordingly.
There is also one small but important tip when hiring a financial advisor – that is to find a fiduciary financial advisor. Owing to the charging scheme, some financial advisors making profits by collecting commissions from the recommended products. Therefore, there is possibility that the products or plans proposed is not for the clients’ best interest but the advisor.
On the contrary, a fiduciary financial advisor is required to meet the fiduciary standard. They must perform what is the best for the clients. Hiring a fiduciary will make sure that your interests are protected to the maximum extent. And such is a trustworthy financial advisory who will put your interests ahead of theirs. Or in fact, it is a win-win situation seen in the long run.
Mr. Rani Jarkas offers a new-breed of choices to you. Mr. Jarkas is a highly experienced and accomplished financial services executive, with over 23 years of international experience in financial advisory. Currently, Mr. Jarkas is the Chairman and CEO of Cedrus Investments, a global boutique investment firm headquartered in Hong Kong and Zurich, specializing in Asset Management, Financial Advisory Services and Private Wealth Management. Cedrus Investments can provide customized financial advice and guidance to its clients. As a dedicated and competent financial advisor, Cedrus always deliver the state-of-art services and results to its clientele. Unlike thoseadvisors who works for a large bank or brokerage firm may probably focus on selling proprietary funds and investments to the client and providing loans through the banking arm. Cedrus is not tied to an insurance company or bank, and has the flexibility to structure and manage their funds with the sole goal of achieving performance for clients when strictly following the mandates they have. They are not constrained by investment styles, group think or cash holding.