There are many types of Investment Services, including direct company investment, collective investment, and discretionary management. Depending on the type of service you are looking for, they can either be trusted advisors or appoint managers to do the work. Investment management firms specializing in direct company investment will build portfolios of equities for their clients. These firms are typically better at providing access to collectible investments. They may also help you find investment products that fit your risk tolerance and investment goals.
X-trade: This relatively new company was founded by two entrepreneurs who sought to provide risk management services to the gas and power industries. They do this by taking positions in the OTC and IPE markets, then closing them before delivery. They do not handle physical gas, but feel that they have the skills to manage price risk. They provide these investment services to clients, as well as for their own account. They do not handle physical sales, but do offer investment advice and management.
Special circumstances: Each person has unique financial needs. Some people inherit stock from their grandfather or employer. Others have religious objections to investments. A child with a disability, a blended family, or philanthropic interests may affect your risk tolerance and tax situation. A good financial adviser will take into consideration these unique circumstances when recommending an investment plan. They will be able to tailor a plan that meets these unique needs. Further, they can advise you on tax implications and risks.
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