The Many Benefits of INNOVATIS Managed Accounts

Planning your financial future is key to attaining financial success.  And one important task to accomplish during financial planning is the formulation of a financial goal.

Some people’s financial goals are centered on early retirement, perhaps in their mid-50s.  To do this, they work on growing their wealth through investments.  But will their investments produce high returns?

Many investors prefer to make investments through managed accounts.  In a managed account, an asset manager actively manages a client’s personalized portfolio.  He then takes a disciplined approach to making investments for the client, taking into consideration the client’s financial goals, risk tolerance, and other specific requirements. 

Managed accounts are favored among investors because having an investment professional manage their portfolio eliminates the need to make frequent financial decisions.

Investment firms often require a significant minimum investment and charge a management fee according to asset size.  It is cost-effective considering it is tax deductible and you don’t have to worry about having to pay for a long list of fees. 

Asset management firms like Erwin Lasshofer’s INNOVATIS (Suisse) AG have the advantage of having years of experience in actively managing clients’ portfolios. At INNOVATIS, qualified investors have full access to a team of senior asset managers experienced in designing personalized portfolios and the identification of high-yield financial instruments and market opportunities. Asset managers also communicate with clients regularly to provide timely investment reports.

When managing clients’ portfolios, INNOVATIS emphasizes that they only function as authorized account managers and that clients retain full control and access to the managed accounts.  The INNOVATIS asset management team assures flexibility, transparency, and high level of capital protection in all their managed accounts.

While it may not be for everyone, it is evident that the rising popularity of management accounts is largely due to the promise of convenience and high returns.  As one very wealthy investor said, “If you have millions sitting idly in the bank, do yourself a favor and hire an asset manager.  Don’t sweat the small stuff.  If your find the right person, he will grow your wealth for you. “

Erwin Lasshofer, an expert in the financial services industry and founder of INNOVATIS (Suisse) AG, actively supervises the INNOVATIS asset management team.  The investment team specializes in the management of individualized portfolios and the structuring of financial products.  Selected from a pool of finance experts, each individual member of the investment team has specialized knowledge on corporate and investment banking and is committed to providing a high level of service to clients.