Finding an RIA's ADV

Описание: In this video, Jamie Vrijhof-Droese explains how to find the best information to do your due diligence on a Registered Investment Adviser. The ADV brochure gives specific no-frills information about the company, its target clients, their fees, how they conduct market analysis, and other essential details about how they operate. Opening an offshore bank account with an independent wealth manager can bring Americans significant benefits for the right person, and understanding how and with what you can conduct your due diligence will help you find the right guild to help you establish an offshore bank account and invest in the international markets and foreign currencies.

One of the most daunting tasks of finding the right offshore investment advisor—or any registered investment advisor—is the due diligence involved. Even before you start your search, many questions arise: Who are the experts? Can I trust these professionals? How do I know if what they are telling me is the truth? Can I look at their company to confirm what they tell me? These types of questions are normal and reasonable to ask and become even more critical when seeking to set up an offshore bank account with the help of an independent wealth manager. The good news is there are ways to conduct due diligence on these companies, and a great place to start is a company's ADV brochure.

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Contact:
Website: www.whvp.ch
Email: [email protected]
Telephone: +41 44 315 77 77

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