ISEC Wealth Management Questions & Answers

I guess it's not only about investing. All the activities in the financial area are risky, some more, some less. But it's less risky if it is done by the professionals of the industry. Cuz there are different tools to reduce risks, like hedging for example, that ordinary people are not aware of.

I believe there is no such a notion as safest asset. Yeah, particularly, some investors may say that this is gold, however I can't claim the same. I believe the safest option in case you want to save up money for retirement is to create a diversified portfolio, where the assets, which include low/mid/high risks, will be included. This is the best option, you will have an airbag, simultaneously, you will have an opportunity to save up money. Of course, ISEC WM offers 5 types of investments portfolio, and the only thing you should do is to choose one of these types.

Uhm... I sincerely haven't stumbled into such a situation, but knowing who they are, I believe they will help you right away and they won't refuse you liquidate your portfolio. Perhaps, you will be forced to pay a kind of penalty, but these are just my guesses. Feel free to reach out to the support or search this information on the website. I am sure that answers on questions connected with such unforeseen circumstances exist somewhere in the faq section.

Wealth management companies are regulated the same way and by the same financial authorities as the brokers. As I know ISEC WM possess CySec regulation, if something has not changed in the meantime, and give services only to the countries within this jurisdiction.

The good thing about ISEC is that I don't think you can register and buy a portfolio without speaking to one of their specialists first. So, on the website, click on speak to a specialist so that you have the proper guidance. But you create an account on the website and deposit some money if you want. It is easy.

Uhm... I do think so. If you realize that you can't get along with the conservative portfolio and want to switch on another one with bigger potential yield and of course, bigger risks, then you can ask client support about that. Or maybe apply to the experts of this company liable for supervising your portfolio.

I'm sure significant investments don't need constant position corrections. And it seems to me that they do not pay attention to minor fluctuations of assets. Therefore, most likely, they adjust positions only in case of significant changes in the financial markets.

No you can't actually. All you need to do is to open an account, deposit the required sum or more, and lay back and enjoy the process. All the investing decisions will be done by professionals in the wealth management sphere. Trust me to reach the level of expertise of ISEC portfolio managers you have to have a lot of years of investing background. So it's better leave it to the professionals.

I think anything in the range from conservative to balanced will do. These three are aimed to ensure the appropriate annual yield with rather moderate risks taken.

I think ISEC is one of the most transparent wealth management companies out there, their team always keeps you in the loop, walk you through how everything is going to look like and they also inform you if anything changes, if your portfolio needs optimization, rebalancing or anything related to operational processes basically.