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Management |
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Speak to our experts
New to Shin Kong Wedbush?
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At Shin Kong Wedbush client finances and investments are managed using two core methods: Discretionary Management and Advisory Management. Each option offers the full support of our cutting-edge research division.
Each client’s unique personal and professional situation is different and therefore evaluated by our professional advisors on a case by case basis in order to determine which type of management is best suited for them. Clients choosing Discretionary Management typically have a long term point-of-view, and prefer our experts to manage their investment portfolios.When choosing this option, clients choose with their investment advisor the type of investment portfolio they best suites their investment profile. Shin Kong Wedbush has a broad range of choices thanks to our extensive experience as well as our professional approach to portfolio development. After management of your portfolio begins your investment advisor will meet with our investment teams monthly and provide regular updates of your portfolio’s progress. Clients choosing Advisory Management prefer making their own investment decisions based on their investment advisor’s sound professional advice and experience. Each client’s investment strategy is determined and developed jointly prior to harnessing the full extent of our research and investment teams. Other management options are available as well. Please speak to your representative to see which option is right for you.
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