Assets Allocation Strategy is a discipline that incorporates Financial Distribution, Investment portfolio management, and a number of financial services. It is a professional service it can also encompass all parts of a person’s financial life. Assets Allocation Strategy is done by Asset managers.Asset managers can be MBAs, CFAs & Certified Financial Distribution(CFPCM), or any credentialed professional money manager who works to enhance growth and income.
Investors must have already accumulated a proper amount of wealth for Aset management strategies to be efficient and effective. It can be provided by large company entities, independent financial advisers, or multi-licensed portfolio managers.
Their services are designed to focus on high-net-worth customers. Asset Managers use their experience in estate planning, risk management, and legal specialists, to manage the holdings of high net worth clients. Asset managers must contain a current profile of client holdings.