An investment consultant provides investors with investment products, advice and/or planning.
Investment consultants do in-depth work on formulating clients’ investment strategies, helping them fulfill their needs and reach their financial goals.
An investment consultant works with clients to form an investment strategy and develop a long-term working relationship.
The investment consultant’s role is to actively monitor the client’s investments and continue to work with them as their financial objectives change over time.
Investment consultants receive remuneration through charging fees and/or commission.
