How does the advisor help clients – Key Takeaways:
InterVest Ltd (InterVest) is a reputable financial advisory firm that provides expert advice and guidance to clients in managing their assets and investments. With a team of experienced and knowledgeable advisors, InterVest is committed to helping clients achieve their financial goals and securing their financial future.
Facts and Insights
Founded in 2005, InterVest has been in the financial services industry for over 15 years. The company has had consistent success in managing assets and investments for its clients, earning a reputation as a reliable and trusted advisor.
In 2020, InterVest managed over $2 billion in assets under management and had a team of 25 advisors dedicated to providing high-quality financial advice and services to clients. The firm serves a diverse range of clients, including individuals, families, and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 25 | $2 billion |
Financial Services Offered
InterVest offers a wide range of financial services to cater to the diverse needs of its clients. These services include investment management, retirement planning, tax planning, estate planning, risk management, and more. Each service is tailored to the individual needs and goals of each client, ensuring personalized and effective solutions.
Client Types
InterVest caters to a diverse range of clients, including individuals, families, and businesses. The firm’s experienced advisors work closely with each client to understand their unique financial situation and provide suitable solutions to help them achieve their financial goals.
Fees & Compensation
InterVest operates on a fee-based compensation model, where clients are charged a percentage of their assets under management as a management fee. This model ensures that the firm’s interests are aligned with its clients’ and encourages the advisors to make smart and strategic investment decisions that benefit the clients.
Background
InterVest was founded by a team of seasoned and experienced financial experts with a shared vision of helping clients achieve financial success. The firm’s advisors bring a wealth of knowledge and expertise to the table, ensuring that clients receive top-quality financial advice and services.
Financial Advisor Disclosures to Know
InterVest values transparency and has a strict code of ethics in place to ensure the highest level of integrity and trust with its clients. As a registered investment advisor, the firm is required to disclose any potential conflicts of interest or disciplinary actions against its advisors. However, InterVest has a clean record and is committed to maintaining ethical standards in its operations.