“The account managers are proactive and always keep me updated. The overall support service is commendable :) Just wish there were more aggressive investing models”
“ISEC WM has been on my radar for a while. Have seen people mentioning competent managers.
I wanted to check it myself. I filled in all the papers and after some time, they contacted me to set up an online interview. We had a great talk. We came up with a nice plan, but fees? Huh, they’re not cheap imho. 😂”
“It was my very first experience with wealth management and of course I was a little unsure what to expect. Their min threshold at that time was 1k, which was one of the most affordable among others. Now it’s 10k so these good days have already passed…
Anyway, the process was very promising. Questionnaire, zoom call with their portfolio managers, everything was explained, my feedback was taken into account. Yeah, it’s too early to draw any conclusions, but after these few years with them my portfolio grows and it’s just better than 4-5% what bank interest deposit rates pay.”
“Isec wm created portfolios based on risk tolerance, though they was too conservative imho, not acting as aggressively as I wanted… Doesn’t cancel the fact that my portfolio performs well still….”
“The whole idea of wealth manegement seemed to be only for rich people… ISEC wm made it more affordable for usual people, though i didn’t welcome their change from 1k to 10k minimum investment. Unluckily, i missed this train and spent some time boosting my saving account to start my journey with wealth management, slowly accumulating capital for the retirement. It was a worth a time and effort. ISEC WM has advantages, such as tailored portfolio for my specific needs, established investment models based on quantitative approach (I appfreciate numbers of “gut”) and of course transparent stats.”
“The min depo requirement is a bit high, 10k. Their reputation convinced me to try them out anyway, and I have no regrets. Over the past year we hit the target, and I withdrew half of the profits.”
“The communication with their official representatives was smooth, I asked a lot of questions, they tried to answer my questions in the best way, I appreciate that. Min dep is high, anyway I deposited…”
“Old investors are here? I wanted to talk about their investment models. Who remembers those five modes? There were:
-conservative
-stable
-balanced
-growth
-adventurous
Idk why they suddenly decided to remove all these options from their official website but not gonna lie, it was one of the key reasons why I joined them. I remember how I chose a balanced portfolio and after 1,5 years, it’s still going very well without deep drawdowns. ISEC WM managers are indeed professionals. The way they rebalance my portfolio every time impresses me, recently they bought a bunch of bulgarian stocks.”
“Relying my money on them, they have my trust… It’s my first complete year, and we reached the goal that we set in the beginning! Though, hope they will respond to question quicker than in half an hour”
“Don’t expect super returns, if you choose a less risky portfolio. I can’t say it’s exactly what I expected, but still while monitoring my portfolio’s performance I’ve never faced negative trends, only growth. It’s not as high as it might be tbh. Let’s see how it will look in 5 years. Not a bad place to keep 10k. At minimum much better than bank deposits, by a mile, no inflation risks.”
“Excelent service. I was convinced in their professionalism even before opening a portfolio with their approach and guidance in the onboarding procedure”
“They evaluated me, imagine that. That was to make their investment plan would suit me, because at first i didn’t get it, but after the results i agreed, they were right about me low key.”
“with recent inflation cycle it was thinking how to balance a portfolio in such a way so that I ll also have some positive % generated. however, was not able to do on my own...Glad that there are experts like at ISEC WM :)
contacted them, explained situation,and after some time they presented a strategic portfolio allocation, it was good to me, but I had to explain several times my personal needs”
“It wasn’t some big as I expected!! This is a problem of mine and my risk profile that we initially agreed on… Anyway, what is interesting, I could easily contact my manager and ask him to discuss some changes. I now hinking about this, because maybe it’s better to have steady income with more stable and safe options, than go for risky investments. Idk what to do! But the ;company is decent”
