How does the advisor help clients – Key Takeaways:
When it comes to financial advice and investment management, TARGET GLOBAL SELECTED OPPORTUNITIES LP is a trusted and experienced partner. With a professional team of financial experts and a wide range of services and resources, the advisor helps clients achieve their financial goals and secure their financial future.
Facts and Insights:
TARGET GLOBAL SELECTED OPPORTUNITIES LP is a financial advisor, providing personalized investment management services to individuals, families, and businesses. The advisor is registered with the Securities and Exchange Commission (SEC) and operates as a limited partnership. Here are some key facts and insights about the advisor:
| Assets Under Management | $100 million (as of 2020) |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 15 years |
Financial Services Offered:
TARGET GLOBAL SELECTED OPPORTUNITIES LP offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Education planning
- Insurance solutions
- Wealth transfer and preservation
Client Types:
TARGET GLOBAL SELECTED OPPORTUNITIES LP serves a variety of clients, including individuals, families, and businesses. The advisor works closely with each client to understand their unique financial goals and develop a customized financial plan to help them achieve those goals.
Fees & Compensation:
The advisor charges a fee based on a percentage of the assets under management. This aligns the advisor’s interests with the clients’ interests, as the advisor’s compensation is tied to the performance of the clients’ investments. This fee structure also ensures transparency, as clients know exactly what they are paying for the advisor’s services.
Background:
TARGET GLOBAL SELECTED OPPORTUNITIES LP was founded in 2005 with the goal of providing personalized and comprehensive financial advice to its clients. The advisor is headquartered in New York City and has a team of experienced financial professionals with diverse backgrounds and expertise.
Financial Advisor Disclosures to Know:
- The advisor is registered with the SEC as an investment advisor, and its employees are licensed to provide investment advice.
- The advisor has no legal or regulatory disclosures on its record.
- Clients should always review the advisor’s Form ADV, a disclosure document filed with the SEC, for complete and updated information about the advisor.