Questions Should be Asked Before Choosing A Financial Consulting Company

With increase in trade, people want to invest their money at the right place or with a right company who can take care of their money with appropriate ROI (return on investment). Keep eyes to this increasing demand, there are many advisors who give advices to invest your asset at proper place. But before choosing such a consultant you should consider certain factors or ask your fiduciary some questions for your assurance.

 Such questions are given below:

• Are you financial services provider under the law? If yes, will you continue to be my fiduciary all the time during the client-advisor relationship? The Answer should be “YES”.
• What extra services you provide than other companies?
• Will financial planning advice be separated out from your investment advisory services?
• Whether your company takes any third party compensation while choosing your investment advising services?
• Will you provide me any proprietary products? And the answer should be “NO”.
• What will be the total costs and expenses as per my requirement and portfolio? Whether it should be annual basis or monthly?
• I know it sounds crazy but you should ask your advisor before hire that “What is your qualification”.
• Have you ever been cited by a professional public authority agency for corrective reasons?
• Will you sign as a Financial Consulting Company?
• How long have you in this business?
• Who will work for me from your company?
• Which accounts will be used in my investments so that they will remain safe?
• How many clients do you possess?

With the increased availability of financial services providers, investors get confused. Many consumers falsely believe that their advisor is performing well and never cheat them even a pinch also. But sad it is always not working. So before hire an advisor you should ask all the above questions which will help you in your financial investment. Good Luck!!

Investment Management and Financial Services Provider

Fontego Capital was a natural development from Michele Marcello’s eighteen years’ experience in investment banking and wealth management, including time spent as a Partner and Portfolio Manager at the large private investment office of a single family.

Established with the intention of offering expert and carefully considered investment advice and asset management, Fontego Capital provides a specialist investment management service to a notable clientele of high net worth individuals, families, and small institutions.

Investment management services also incorporate control of securities and assets with a singular goal of attaining estimated financial targets, a service that involves careful analysis and wealth creation. Investment management companies make professional decisions regarding funds pooled in together by investors. Often referred to as portfolio management, these decisions involve asset and stock selections, and investment monitoring.

Fontego Capital delivers bespoke investment management and advice to high net worth individuals and families, including trusts and endowments. In consultation with each client the firm first identifies the client’s key needs, and then advises on an appropriate asset allocation to achieve these objectives.

This includes choosing the most suitable direct investments into securities, as well as allocation to selected fund managers, and applying institutional quality performance analytics to the resultant investment portfolios.

Each investment option is carefully judged by the Partners, taking account of thorough performance monitoring, in-depth documentation and strategy reviews. An investment is only incorporated into the proposed portfolio if it proves to be sound after extensive discussion and analysis.

We believe that rigorous financial analysis and an appropriate risk management strategy will always outperform impulsive reactions to market volatility.