A lot of people talk about counting on the work of an investment advisor, especially for those who are starting in the financial market.
But have you ever wondered if you really need one?
After all, what is the role of an investment advisor?
An investment advisor is a professional who makes recommendations so that people can invest in the best way according to their goals.
They also ask questions about the financial market and perform analyses of securities in exchange for a fee, either by managing clients' assets directly or through written publications.
In addition, agents must also be careful to avoid any real or perceived conflicts of interest, such as influence to invest in companies they may be related to or something of the sort.
What difference does the professional bring to your investment portfolio?
Investment advisors cannot guarantee with 100% effectiveness that a given client will be successful in a chosen option to put his money.
Their job is to make, through three main pillars, people invest in what is more in line with their profile and goals.
E hese principles are
- Customized life project: after understanding what the investor profile is and what the client wants to achieve in the short and long term, besides analyzing the lifestyle, he guides with strategies that are more aligned with these goals;
- Implementation: with all of this mapped out, the clients have more confidence in carrying out the strategies and placing the amounts in the types of investments suggested, after all, it is a professional in the matter who is guiding;
- Constant advice: the constant analysis of the client's portfolio and the relationship makes sure that the portfolio is always as aligned as possible with what the person expects, because, in case of changes, the professional will inform you so that you can make the necessary changes.
In other words, it is possible to start investing on your own, but with the help of an independent agent, you can reach your goals much more precisely and quickly.
So if you are wondering whether you really need an investment advisor, the right answer will depend on what you expect from your investments.
But if you want to reach your goals with more agility and assertiveness, without making the same mistakes as beginner investors, it is important to count on the help of this professional.
