Our multi-asset investment approach is aimed at what matters: helping you reach your desired outcomes. Portfolio management is the heart of what we do. To help manage portfolios successfully, we believe five closely-connected capabilities are required. When it all comes together, we have the five distinct capabilities that we believe are required to run money. It is the combination of these capabilities that help us believe we're the leading provider of multi-asset solutions. And we have a purpose that has never changed-and never will, Improving financial security for people.
About Company
RealthX Investment Expert is one of the most experienced global private equity firms.
We have established a team of investment professionals, focused on buy-outs and Many businesses, large and small, have a huge source of great ideas that can help you improve, innovate and grow, and yet so many of these companies never think of using this amazing corporate asset. What is this highly valuable asset? "Its own people". Says Morgan, the author of The Investment Experts.
“Given that we are all capable of contributing new ideas, the question becomes how do you successfully generate, capture, process and implement ideas?”
Can I decide in which companies I want to invest?
Yes,You can do this by allocating your investment to specific companies at the time you invest. You may also earnmark some funds for the overall pool,so that you can take advantage of new equity crowdfunding investment opportunities as they are vetted. Whenever we bring new oppotunities to investors,they allways have the option to opt-out of funding a specific company.
How do I make an investment?
If you decide to invest without the help of a financial adviser, you can cut the cost of investing by using RealthX investment platform (sometimes referred to as fund supermarkets) or investment broker. Investment platform are online hubs that allow you to buy investment products and monitor their performance in a one-stop shop. Because you're doing all the hard work of picking your investment, you won't be paying the fees associated with going through a financial adviser. Cutting these charges can have a significant impact on the performance of your investment portfolio over the long-term. Some investment platforms now offer ready-made portfolios designed for different risk appetites.
Can I invest money from my Individual Account? (IRA)?
Investing and saving for retirement go hand-in-hand. That is, one of the best ways to "save" for retirement is to contribute to a tax-advantaged investment account.
Most financial experts recommend first funding an employer-sponsored retirement plan such as a 401(k), which allows employees to make automatic, pretax deferrals from their paycheck directly into an investment account.
If you've contributed, or plan to contribute, the annual maximum of $19,000 to your workplace plan this year; are contributing enough to get an employer match; want to invest in funds or stocks not available through your 401(k); or don't have access to a workplace retirement plan at all, it's probably time to open an IRA with RealthX.