How does the advisor help clients – Key Takeaways:
Tangible Investment Management Limited is a financial management company that provides expert advice and services to its clients. With a team of experienced professionals, they assist clients in making informed decisions about their investments and financial goals. Here are some key takeaways about how this advisor helps its clients:
- Expert financial advice and management
- Personalized investment strategies
- Regular portfolio reviews and adjustments
- Access to a wide range of financial products and services
- Dedicated customer service and support
Facts and Insights
Here are some important facts and insights about Tangible Investment Management Limited:
- Established in 2005
- Assets under management: $1 billion
- Number of advisors: 10
These numbers reflect the company’s strong presence and expertise in the financial management industry.
Assets Under Management, Number of Advisors and Time in Business: {table}
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1 billion | 10 |
Financial Services Offered
Tangible Investment Management Limited offers a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Wealth transfer and protection
Client Types
The company caters to a diverse group of clients, including individuals, families, small business owners, and corporate executives. They also serve high net worth individuals and institutions.
Fees & Compensation
Tangible Investment Management Limited charges a fee based on a percentage of assets under management. This fee structure ensures that the advisor’s goals are aligned with the clients’ interests. The company is committed to transparency and does not charge any hidden fees.
Background
Tangible Investment Management Limited was founded in 2005 by a group of experienced financial professionals with the goal of providing top-notch financial services to their clients. With a team of dedicated advisors and support staff, the company has established a strong reputation in the industry for their expertise and personalized approach to financial management.
Financial Advisor Disclosures to Know
As a financial expert, Tangible Investment Management Limited is committed to upholding the highest standards of ethics and transparency. Clients should be aware of the following disclosures:
- The company has no regulatory actions or disciplinary history
- There are no legal or arbitration claims against the company
- No conflicts of interest have been reported