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Investment

Investment

Northernglobalfts
An investment consultant is a financial professional who provides investors with investment products, advice, and/or planning. Investment consultants do in-depth work on formulating investment strategies for clients, helping them fulfill their needs and reach their financial goals. Many financial advisors and financial planners would be considered investment consultants. Investment consultants have experience in many different facets of the financial world and may work for a bank, investment firm, or on their own. They are normally educated in a financial field, must have experience in the financial services industry, and must be licensed in order to work.

KEY TAKEAWAYS

  • An investment consultant helps clients formulate and put into place investment strategies and construct and maintain portfolios. As with other financial advisors, investment consultants actively monitor their client's investments and work with them as their financial objectives change over time to adjust their holdings. Becoming an investment consultant typically requires a college degree and some work experience. Professional investment consultants must also be properly licensed to advise clients.