Gain an improved understanding of how your investment account works.
A high net worth individual can be faced with something that the majority of the population never has to worry about when it comes to financial assets: too much choice. Everywhere you look there will be a different group of people ready and waiting to declare themselves the experts you’ve been waiting for.
Much of the focus of financial experts is on the client’s risk tolerance, life goals, expectations, behaviors and various important factors to determine the ideal investments and corresponding risks and return. Rightly so, however, a fundamental subject that is often overlooked is the issue of the safety of the client’s assets, in other words, brokerage vs. custody accounts.