InvestorsHub Logo
icon url

feralcomprehension

09/12/13 8:41 AM

#33032 RE: camaro4me #33030

It's a full-package financial advisory service offered by lots of big banks. Typical FA stuff- they look at your assets, your liabilities, your long terms goals, and then tell you you need to be in this/that/the other thing.

One area they can probably really help is in tax planning, but as for the rest, I've been most successful as an investor (and to be honest, least successful as well ;) ) when I called my own shots.

Really I just found the line very very humorous.
icon url

Nellafom

09/12/13 8:43 AM

#33035 RE: camaro4me #33030

wealth management services helps substantial account holders count their money and keep track of it, etc :)