Employee Portfolio Advice
Corporate retirement funds, whether under an umbrella arrangement or as a stand-alone fund, are offering the members of the fund access to a range of investment portfolios designed to address a member’s needs, from the day they join the fund, to the day they retire from the fund.
The ability to identify the correct investment portfolio relative to the members age, tolerance for risk and years to retirement is becoming an increasingly complex aspect of retirement funds. Noble Wealth Management, with many years of experience in this area, is able to meet with individual members of the fund, understand their retirement objectives, and recommend the appropriate portfolio for the individual’s needs.
July 07 2017 By Noble Wealth Management Employee Portfolio Advice