ISEC Wealth Management Questions & Answers

You are expected to deposit at least $1,000, but I advise you to deposit at least twice more.

The Isec wm portfolios use assets from several instrument classes such as government and corporate bonds, equities, and fixed incomes.

As far as I know there is no need to have a separate bank account to start investing with this company. The only thing you are bound to do is to get acquainted with all terms and conditions, open an account and deposit a certain sum of money that you consider appropriate. In fact, the rest lays down on ISEC WM specialists.

As far as I know it means that assets with high risks are substituted with he assets with low risks. As a matter of fact, it means that ISEC WM experts thoroughly watch for the condition of your portfolio and do rebalancing in order not to put your funds at a high risk. Moreover, it also means that low-liquidity assets are substituted with high ones in order to increase the overall profitabilityi of your portfolio. You shouldn't really bother about that, sit back and relax. Experts work... They know this business best.

Yes. You can have accounts separate and tailored to your set goals.

I know that there is no recommended sum of money, there is only a required one. It equals 1000$ or equivalent in euro, in case you wanna start diving deep in investing.

Well, basically, ISEC WM determines the risk profile of a client and then construct an optimal investing portfolio. As i heard, they invest in stocks, bonds, treasuries and fixed income.

I used to try to buy stocks myself, but somehow I didn't make very good decisions. As the joke says "studying the investment opportunities it always turns out that the best time to buy was last year"... My case exactly. Delegating investmetns to ISEC WM was a wise decision. Good for my nerves, good for my capital.

When I started trading with ISEC WM, I considered several models for me, such as: - STABLE - BALANCED - GROWTH As a result, I stopped at the GROWTH model, I do not think that the set of assets is somehow very different, as well as the degree of risk, but the profitability will be much more... This model assumes more than 11% profit, which in itself is not bad. And in fact the profit is even higher

ISEC WM managers choose less risky assets for the client's portfolio. Also, from time to time, managers review the portfolio in order to restructure assets if necessary to reduce risks.