At NRI Wealth Investment Management, our goal is to offer strong long-standing presentation to a varied client base of government, institution, corporation, advisors and individuals international. Our Best Investment Consultants in California contain a broad variety of different investments, active investment strategy, customization strategy, sustainability expertise and tax-management solutions.
Investment management refers to the managing of an investment collection or a group of assets. It involves buying and selling assets, developing short- and long-term investment strategies, creating a tax strategy, and managing asset allocation. It can also contain banking, budget, and other economic duties as well.
Investment management is the procedure of structure a selection of stocks, bond and other investments base on your goals. You can hire best investment consultants in California, or manage your personal portfolio.
As an independent Registered Investment Advisor, we are agnostic with regards to investment selection. We choose investments that are in our clients’ best interest and align with their values. In other words, we help our clients achieve true financial serenity by adding diversification:
We are able to use life insurance, variable annuities, and other strategies to defer and mitigate taxes. Variable universal life insurance and private placement variable life insurance allow our clients to invest in Variable Investment Trusts within the policy. Variable Investment Trusts are Separately Managed Accounts that mimic corresponding indexes, mutual funds, or hedge funds. Separately Managed Accounts are held away from the general account, protecting the client from credit risk. The cash value in these accounts depends upon the performance of the investments held in the policy. If structured appropriately, the growth of these policies is not subject to capital gains tax, allowing the client tax-free compounded growth. Clients can also distribute these assets tax free. In addition, the death benefits associated with these policies pay out tax free as well.