With Oita Sumitomo Corporate now you have the opportunity to manage your personal investment portfolio with expert advice. It is a great choice for those who feel unconfident about the markets and are confused by the multitude of options. Our professional advisors will help you to manage risks and lower potential losses while looking for higher returns.
Make your own decisions with expert support
Our unique advisory solutions can include your own vision and you can make the final decisions when it comes to your portfolio. These are undertaken in collaboration with your advisor. You will have the final word over your investment portfolio and you will always be appraised of any risks or important details connected to your investments.
You don’t have to worry about your experience in investing issues because we will offer you the proper standard of advice that will be focused on your understanding, potential and needs. Our strategies are always based on teamwork and we don’t impose our clients to behave based on our directions. We make suggestions and explore them with the client in depth prior to making the ultimate choice.
With our personalized advisory service, you will get:
- Investment recommendations customized to your demands
- Investment signals and notifications, market tendencies, and themes whenever they appear
- Admission to the greatest investment product providers worldwide
- Our global research experience and solid research
- Access to financial planning professionals
The right level of advice
Whether you’re experienced or new to investing, we can give you the appropriate level of advice. The service is highly collaborative. We make recommendations and discuss them with you in detail before you make the final decision.
With the advisory service, you benefit from:
- Investment advice tailored to your needs
- Alerts to investment opportunities, trends and ideas as they arise
- Privileged access to some of the best product providers in the world
- Our global research capabilities and rigorous due diligence
- Access to financial planning experts
Advisory investment service
The advisory investment service assists you in building and controlling your investment portfolio, and offers you signals, fundamental data and updates. This solution might be appropriate for you if you plan to make your personal choices in line with our recommendations provided by our professional advisors.
The Investment Advisor you will deal with stays at the core of the advisory service. He will deliver regular advice and consultancy during the collaboration with you. Your advisor will consider all of your individual conditions, targets, and risk profile.
Our advisory services
Restricted advice – we will advise and make a recommendation for you after we have assessed your needs. We offer advice on limited types of products that we offer from a limited number of companies. You may ask us for a list of the companies and products on which we offer advice.
First, we evaluate your background and preferences, and only after familiarizing ourselves with your objectives, we will make suggestions and give advice on specific kinds of products that we select from a specific range of businesses.