The advisory service is very similar to the discretionary investment service but the distinct difference is that the client is much more involved in the process and makes the final decision on the changes to the account. Ansbacher advises on the appropriate asset allocation and the securities to be traded, based on specific needs of the client. The client can reject or accept the recommendations made.
Advisory Investment Services
The advisory service is very similar to the discretionary investment service but the distinct difference is that the client is much more involved in the process and makes the final decision on the changes to the account. Ansbacher advises on the appropriate asset allocation and the securities to be traded, based on specific needs of the client. The client can reject or accept the recommendations made.