Wealth management services aren’t for everyone, but most people that could benefit from using it, probably are not. If you’re a young person straight out of high school or college and you’re just getting your life set up, it’s unlikely that you’re going to have much wealth to worry about.
Conversely, if you are an established working professional with a spouse, children and assets to protect, you are much more likely to benefit from wealth management services. And it goes without saying, if you are a wealthy individual you will most certainly benefit from all types of wealth management. The most important take away from this is that wealth management is not just for the wealthy. Even regular middle-class salaried employees could stand to benefit from wealth management services.
Wealth management combines both financial planning and specialized financial services, including personal retail banking services, estate planning, legal and tax advice, and investment management services.
The goal of wealth management is to sustain and grow long-term wealth. Our Portfolio Management Service could be the answer available exclusively through our Financial Advisors. A professional investment manager will fully manage your investments. The service aims to deliver positive returns while taking the appropriate amount of risk.
Our most exclusive service is designed for investors with $500,000 or more. It provides the very best of what RSD Trust has to offer, drawing upon the wealth of experience from our investment managers and our highly qualified advisers.
Speak to us about this service in-depth and learn about the different ways that this service can be used to benefit your portfolio.