How does the advisor help clients – Key Takeaways:
Parametrica Asset Management Ltd. is a trusted financial advisor that provides expert guidance and personalized solutions to help clients achieve their financial goals. With a professional yet approachable approach, the team at Parametrica strives to build long-term relationships based on trust, integrity, and transparency.
Here are the key takeaways on how this leading financial advisor can help clients:
- Expert financial guidance and advice
- Customized solutions based on individual needs and goals
- Regular updates and communication to keep clients informed
- Access to a wide range of financial services and products
- Commitment to client satisfaction and long-term success
Facts and Insights
Parametrica Asset Management Ltd. has served clients from various industries for over 10 years and has established a strong reputation for delivering exceptional financial services and results. With a team of highly qualified and experienced professionals, the company has deep insights into financial markets, investment strategies, and the latest industry trends.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 20+ | 10+ years |
*All numbers as of December 2020.
Financial Services Offered
Parametrica Asset Management Ltd. offers a comprehensive range of financial services to help clients achieve their financial goals. These include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types
Parametrica Asset Management Ltd. serves a diverse client base, including individuals, families, and businesses, providing tailored solutions to meet their unique needs and goals. The company also works with institutional clients, such as pension funds and endowments, to help them achieve their financial objectives.
Fees & Compensation
Parametrica Asset Management Ltd. believes in transparency and aims to provide client-focused services at fair and reasonable costs. The company’s fees and compensation structure is based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients.
| Fee Structure | Typical Range |
|---|---|
| Percentage of Assets Under Management | 0.5% – 2% |
Background
Parametrica Asset Management Ltd. was founded in 2010 by a team of seasoned professionals with expertise in investment management and financial planning. The company has grown steadily over the years and has established itself as a leading financial advisor, providing customized solutions to clients across different industries.
Financial Advisor Disclosures to Know
As a registered financial advisor, Parametrica Asset Management Ltd. adheres to the highest industry standards and follows all relevant regulations and guidelines. Some important disclosures to be aware of before working with the company include:
- Serves as a fiduciary – always puts clients’ best interests first
- May receive compensation from third-party companies for recommending their products or services
- Has no disciplinary actions or conflicts of interest to disclose
It is always recommended to thoroughly review a company’s disclosures before making any financial decisions.