Investment consultation services at M&A Wealth involve providing information on the types of investment vehicles that are available including employee retirement plans and/or stock options, investment analysis and strategies, asset selection, and portfolio design. We also offer limited assistance if your investment account is maintained at another broker/dealer or custodian.
What Investment Consultation Services Are Provided?
When it comes to your company’s investment goals you many have a variety of needs. You could be looking for cash flow or want to achieve aggressive growth from your investments to use that money for a significant capital expenditure.
Other investment goals might include:
- Doubling sales
- Reducing debt
- New acquisitions
You might also be looking at non-market investments (e.g., angel investing or acquisitions).
No matter what your goals are, you will need a stable financial footing to achieve them. Part of that stability comes from selecting the right investments. When you invest your company’s cash reserves wisely, you put that hard-earned money back to work for your business.
Of course, every business has a different timeline. Some companies are looking for long-term investments. Others are looking at investing for short-term profits.
At M&A Wealth our team of expert advisors can provide business valuations and plan your long-term financial strategy. We will work with your company as a trusted third-party advisor to undertake the due diligence necessary to ensure that the acquisition or investment you are about to make makes sense for your business.
We provide investment consulting services to all of our corporate clients. The strategies and types of investments that may be recommended are further discussed with you by our expert wealth managers.
As Series 63 and 65 financial advisors, the team at M&A Wealth has a fiduciary duty to your business when it comes to investments. Therefore, you can have confidence that the guidance we provide will be in the best interest of your business. Seeking investment consultation from an advisor who has a fiduciary duty to its clients can also reduce potential legal liability.
Interested in Investment Consulting?
No matter how big or small your business is, let the expert advisors at M&A Wealth work with your company to ensure all your investments work towards your goals.
We would love to hear more about your investment objectives and desires. Our team can help guide your investment choices to put your company in the best position to achieve those goals!
Give us a call today at: 713-540-7247 or send us an email.
FAQs
A financial expert is one who provides investment products, advice, and/or planning to investors. Investment consultants work closely with clients to develop investment plans that meet their needs and help them achieve their financial goals.
Yes, we can consult for alternative investments (like acquisitions). Our team of experts will evaluate the business or investment and provide expert advice on whether it makes financial sense for your company.
Yes, we can manage portfolios if you want a more “hands-off” experience when it comes to investing. Some businesses prefer to manage their investments and get advice when needed. Others prefer to have their wealth managed for them. No matter what you choose, you can trust that the expert financial advisors at M&A Wealth will have the best interest of your business at heart.
The majority of financial consultants charge by the amount of money they handle. The annual cost might range from 0.25 percent to 1 percent. Instead, some financial consultants charge a set hourly or annual fee.