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Private Banking Advisory

The experienced Partner for the Investor with a substantial Portfolio

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pba07 (at) pbadvisory.com

The experienced Partner for the Investor with a substantial Portfolio. We supplement the work of your Investment Managers and help you with Risk Management, Performance Measurement and Cost Control,

http://www.pbadvisory.com/



Contact us if you cannot anwer YES to any of these questions:

Do you know what is in your Portfolio?

Do you understand all the risks that are in your Portfolio?

Do you have certainty that your Portfolio is managed with as little cost as possible?

Do you think that your Portfolio is giving you the best possible performance?



Initial Consultation

Most people would agree that it is wise to get a second opinion if you had a serious medical condition. Next to your health the most important thing is your investment portfolio. We advise readers to ask us for a 'second opinion' on the structure of their investment holdings. We will only advise on matters relating to evaluation of cost as well as measurement of performance and risk as we are not registered to provide advice with respect to specific investments.

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Disclaimer

We are not registered as investment advisers in any jurisdiction and we do not provide investment advice.

We only provide advice on cost control as well as the monitoring and measurement of portfolio performance and risk.

Where required, we may also assist with the recruitment of suitable investment professionals.

The information available on the website is for your general information and education and intended for personal use only.

The information does not constitute any form of investment advice and should not be considered to be a recommendation with respect to any investment the reader may contemplate.

Investment decisions remain the sole responsibility of the investor or his investment advisers.



24 March 2012

Use fee-based adviser and liquid products

Recommends William Baldwin (Forbes).
Labels: Fees, Structured Products
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