ISEC Wealth Management
Questions & Answers

You are expected to deposit at least $1,000, but I advise you to deposit at least twice more.

The Isec wm portfolios use assets from several instrument classes such as government and corporate bonds, equities, and fixed incomes.

If you are new in portfolio investment, you might not know that in this industry clients rarely or never build up portfolios on their own. Instead, trained staff do this for them, just like in ISEC WM.

As far as I know there is no need to have a separate bank account to start investing with this company. The only thing you are bound to do is to get acquainted with all terms and conditions, open an account and deposit a certain sum of money that you consider appropriate. In fact, the rest lays down on ISEC WM specialists.

Wow! I guess it's even more than required =) I'm just playing, nevermind. The company recommends to start off with $1k. In fact, this sum is a departure point on your way delving into investing. The specialists from here believe that it's enough to commence and to create a well-balanced portfolio counting all risks. If you will deposit $5k, then I believe it will help you to accumulate a substantial sum of money quicker.

As far as I know it means that assets with high risks are substituted with he assets with low risks. As a matter of fact, it means that ISEC WM experts thoroughly watch for the condition of your portfolio and do rebalancing in order not to put your funds at a high risk. Moreover, it also means that low-liquidity assets are substituted with high ones in order to increase the overall profitabilityi of your portfolio. You shouldn't really bother about that, sit back and relax. Experts work... They know this business best.

I guess it's not only about investing. All the activities in the financial area are risky, some more, some less. But it's less risky if it is done by the professionals of the industry. Cuz there are different tools to reduce risks, like hedging for example, that ordinary people are not aware of.

Yes. You can have accounts separate and tailored to your set goals.

I know that there is no recommended sum of money, there is only a required one. It equals 1000$ or equivalent in euro, in case you wanna start diving deep in investing.

I believe there is no such a notion as safest asset. Yeah, particularly, some investors may say that this is gold, however I can't claim the same. I believe the safest option in case you want to save up money for retirement is to create a diversified portfolio, where the assets, which include low/mid/high risks, will be included. This is the best option, you will have an airbag, simultaneously, you will have an opportunity to save up money. Of course, ISEC WM offers 5 types of investments portfolio, and the only thing you should do is to choose one of these types.