How to select a wealth manager to handle the services you need
The job of making investments is one of those, which should only be handled by professionals. Depending on amateurs for advice is not suggested. You should always be looking forward to finding someone who can understand the objectives you want to achieve and have the experience to assist you properly. Therefore, if you are looking for a wealth manager of the type described you must decide to obtain the services of Erwin Lasshofer, who is considered as the best in the industry.
Erwin Lasshofer has over two decades of experience apart from a team of highly qualified asset managers working with him. He can create a personalized portfolio best suited to the requirements of specific clients and provide services of the type unmatched in the industry.
You can certainly view all of Erwin Lasshofer’s presentations to understand whether this individual will be in a position to help you. The presentations are published online and available freely to all.
The companies established by Erwin Lasshofer are managed by some of the best professionals in the industry who are highly qualified. Erwin Lasshofer is, however, a board member of all the companies he has created. He is also the sole proprietary owner and the managing director of Innovatis GmbH Austria.
Every branch of Innovatis manages one of the key areas of specialization designated to it. There is a branch for consulting. However, marketing is handled by all entities of Innovatis. The entities also design plans for strategic development for the company apart from providing advice to clients about the best strategies for their businesses. Specializing in managed accounts, structured products and creating specific portfolios for clients are a job handled by the branch for asset management. Individuals with high net worth are welcome to contact the branches for any assistance they need. There is a branch dealing with equity and real estate as well. It has been given the job of funding and developing projects where the ownership lies with Innovatis. However, the company does not shy away when they come across third-party companies with above-average cash flow and management with plenty of experience.
When looking forward to selecting a wealth manager of your choice you should not just look at Erwin Lasshofer but must also make an effort to meet the Innovatis team by visiting the website of the company where you will find all the information you need about them. This effort will give you an indication you are dealing with experience professionals who will not let you down at any stage.