if you love risky instruments, then pay attention to the ultimate portfolio with the maximum possible potential yield and the riskiest set of assets inside.
as for bonds, then, yeah, if you are more about calm and consistent investments, then the very first portfolio is charatcerized by having the biggest percentage of safe assets such as bonds and fixed income securities.
in this regard, ISEC WM offers really a big spectrum of opportunities to cater to the needs of many people.
Of course, nope, buddy. They can also invest in equities with high returns and it depends on your risk tolerance. You just need to submit an application and they will get in touch with you.
Definitely Adventurous is the most appealing portfolio for me. ?
Yeah, yeah, because of the yield I can potentially gain. I am not afraid of taking excessive risks and I fully trust these guys.
for me its definitely the growth model portfolio. dunno about the others but it hits my sweet spot. less risk? not good enough for me. more risk? not reasonable for me.
As far as I know you can withdraw your money at any time. But I don't think this is a situation that will happen often. I'm sure you won't be in a hurry.
How long does it take to work with ISEC WM? Is it like time-constrained or you can work with them for a long time if you want to keep your portfolio there?
You know, judging by fact that ISEC WM has all proof of reliability, I trust these values. It looks like investment profitability is really of that size.
Actually ISEC wealth management investing portfolios don’t count this way. If you use the ISEC investment calculator, you won’t see any monthly incomes because investing doesn’t imply monthly payments.
You can withdraw money from the account at any time you want. But that would be a suboptimal solution from the investing perspective.
but if I’d answer your question I’d say more than $50,000 considering the cumulative effect of portfolio yield.
There are no fees for account opening and exit at ISEC WM. As the industry standard, they take fees for portfolio set-up and management, but they are lower relative to the industry standard. only a 0,5% for portfolio set up and 0,625% for portfolio management. The performance fee (success fee) is pretty standard to the industry average as well, but they it only when they make you money.
First of all, I recommend that you determine the amount you feel comfortable investing in this company.
This is necessary in order to calculate the potential income more accurately.
That's a good question. Because a person who does not have special knowledge can hardly understand this and moreover hardly knows how to change the structure of an investment portfolio correctly and effectively.
But we don't need to worry about that. ISEC themselves analyze the profitability of the portfolio and make rebalancing if necessary.
When it comes to regulations of Wealth Management companies you should see them as a normal brokerage company. While their services are totally different from the services brokerage firms provide, they have one thing in common - both are engaged in trading.
And when it comes to trading, all companies need to be regulated according to the country they operate. This includes wealth management companies as well.
So in short, they are regulated by the same financial authorities. Specifically for ISEC WM, the address of the company is in Cyprus, and understandably they have a licence to operate in the business from the Cyprus security and exchange commission / CYSEC.
As far as I know, this company has a number of services and tools that ensure the safety of customers' money. In addition, I have never heard of ISEC WM ever having a problem with security.
To begin with, they work with professional banks to ensure that, they have security measures and policies in place to make sure that nothing gets lost. They also have an investor compensation fund to compensate any unwanted losses of money for their retail clients, you can check the company documents on their website, it is all carefully laid out in their terms and conditions, risk disclosures and policies.
You can definitely take it up to the company if you have very narrow and specific questions like this. I am sure they will revert back to you in satisfying detail. I am sure there's nothing wrong with that, but, if you are referring to a certain article in the regulation or a particular point, feel free to shoot an e-mail to office@is-wm.com
Of course, you are to be aware of some basic fundamentals that are inherent to this scope of activity. Anyways, you shouldn't bother about lack of knowledge a lot, because specialists from this company help all the clients regardless of their education levels. They can help you in managing your funds, and do it for a symbolic fee.
No, there is not. You can apply to the services of this company if you have zero to none knowledge about the financial world and the world of investing.
Actually, I would say that for those people who are not very sophisticated in this sphere, it is even more beneficial.For one simple reason, they will get new knowledge about the topic from the ISEC managers and consultants.
It’s some type of financial education from the ISEC experts.
I might be mistaken and it's better to find out by applying to customer support, but in fact success fee here is levied here by quarter.
Everything depends on how long you are planning to cooperate with this company. In fact, 20% success fee per quarter from the accumulated funds is nothing, believe me. The company does everything to make wealth management convenient for you. These guys don't plan to rob you, they are striving to help you to accumulate as much wealth as you want.
Not only that, ISEC will give you MasterCard card for free to make your withdrawals even more comfortable.
That’s one of the distinguishing traits of the company from other similar private wealth management entities.
The best amount depends on your income and savings at the moment.
If you for instance, have a sufficient funds that you accumulated during the last years, then you can afford a bigger initial sum. $10,000 will allow you to feel comfortable even in the first period of investing with ISEC.
Otherwise follow the minimum depo of the company and invest $1000. Gradually you can build up your portfolio value to some appropriate extent by depositing smaller amounts regularly. Let’s say $500 a month or every couple of weeks.
Without any investing experience I wouldn’t recommend anything but the minimum required sum. It would be quite unreasonable to start with a bigger amount as you don’t even know what to expect.
Of course the company’s managers would explain to you all the peculiarities of this enterprise, I’m sure. But try to keep it conservative in the beginning, with both initial deposit and portfolio chosen.
As far as I understood it means that experts from this company can help you to recoup the assets included in your portfolio, in order to diversify/minimise risks. They act strictly in the interests of their clients, hence they always can help in case your portfolio is too risky for a current situation on the market.
They are professionals in rebalancing portfolios, so you can be sure that nothing scary will happen to your assets.
That's a nice question. ISEC WM tends to rebalance the portfolio depending on the market situation. They get rid of the assets that either have high risks, or low liquidity and change them over the ones that are distinguished by a higher liquiity and hence increased proftability. They thoroughly watch for making your portfolio balanced in terms of risk/reward ratio.
If you have any doubts concerning wealth management, then you should open an account and test it on your own. How can you trust reviews, boy?
You open an account, deposit a recommended sum and choose the portfolio which is more preferable for your and suit your temper and investing style. Experts from this company help you to manage this portfolio and bring profits. Finally, you pay them for their work.
Simple scheme. Nothing difficult.
To begin with, have a talk with an ISEC wealth management consultant. I assume they can define your needs, goals and your financial abilities from the get go.
Sure. When you open an account and trust experts from this company to help you to create a nice investment portfolio you still have the access. You are the only owner of the account and the only keeper of your funds. They just help you to sort out in investing and that's it.
You can start from 1000 USD, but the amount of money to investing in any assets portfolio should be free deposit (meaning not need to use it for the period of investments) This is the main rule in investing to feel comfortable.
I had been thinking and reading for a long time. Already decided to deposit some currency in banks, but began a difficult situation with the coronavirus. That is why I postponed deposits and began to think what to do?
On the one hand, it is very convenient. Money on deposit, interest for life, and the deposit can be replenished with this interest. As the result, welfare grows.
On the other hand - huge risks: restrictions on deposit placement, risk of conversion into the national currency, risk of deposit freezing, taxes on deposits.
Everything was complicated by the fact that business was ruined, there were no prospects, and income from the deposit would be handy.
Plus, interest rates in some reliable European banks are now very low, and sometimes even negative.
Then I invested some of the money in websites and other assets, but they did not bring me tangible income.
As a result, on the advice of a friend, I invested part of the money in the purchase of an investment portfolio from ISEC WM company. And you know, the income obtained here is very decent... From 8 to 12% per annum. So my answer is only investing!
Well, ETFs are not a panacea, actually. You will still have to balance your portfolio and if you don't know anything about that, your investing will be full of risks and losses. ISEC WM is a full-stack portfolio management, so that you don't need to worry about all these concepts connected with long-term investing.
When I just started to be interested in investments, I was interested in how an investor company can find out future profits and I have a question, how ISEC WM can know that I will have 9-10% refunds if I choose a conservative investment model?
Investment models follow mathematical models and quantitative indicators. Market data is used as the basis for the mathematical model. They follow models that define asset classes based on mathematics and the client-investor profile. For example, if you have a conservative model, they define asset classes and choose instruments accordingly.
managers here can find the right ratio of assets in the portfolio that fit your goals and risk tolerance.
Of course, taking into account the risks involved, they will offer you the best investment portfolio in terms of profitability.
They will determine the time horizon, goal and returns you want.
The greater is the profit target, the greater the risks will be.
Yes, there’s a possibility to control your assets. You can also consult the company’s experts to timely rebuild your portfolio to adapt to quickly changing market conditions.
I am thinking about investing with ISEC WM. I was recommended it by my friends. I am going to invest my savings here. What kind of return can an investment portfolio bring?
Of course, first of all, everything will depend on the goals you want to achieve and according to your goals ISEC WM managers will make your investment portfolio. Even if investments have 100% risk, investors apply an ancient technique that reduces risks to zero. Diversification helps reduce such risks due to the fact that the investor invests money not in a single asset, but assembles a portfolio of many different exchange instruments, which have little connection with each other.
Given the charts of many companies, even with a conservative strategy, individual stocks can yield more than 200% annually, and a portfolio serves as a risk control. On average, a portfolio yields between 5 and 20% per annum, but this is all individual.
The formation of the investment portfolio of the conservative part of the capital is carried out as responsibly as possible, because in the worst case scenario it is this part that will help maintain a positive balance on the account. First place will be occupied by government bonds, the chance of default of which is close to zero. The fee for the guarantees will be their low yield, which is roughly 5-6% per annum.
ISEC WM allocates your funds in the fixed-income market mainly. Government bonds represent the most stable asset class with the lowest fluctuations, so the risks are minimal. You can contact the investment firm to double-check the issue and get consultations.
The firm has tailored portfolios, which means it suits your initial goals and risk tolerance. You have to make some decisions in the beginning, but later the funds are managed for you. That's it.
Of course you can. You will be offered shares of companies of different levels and all over the world. Of course, those companies are listed on stock exchanges.
The ISEC WM company will consult you in the scope of building a balanced portfolio for your investment. You can choose from fixed-income securities, conservative and alternative stocks in many sectors.
In fact, ISEC Wealth Management is very easy to start. Everything is written in detail on the company's website. You can make a deposit, which by the way is at least $ 1000, after you register on the site. When the money comes to the ISEC WM account, the manager will contact you to start the procedure for creating your investment portfolio.
