White Investments advisory services aim to provide clients with the level of input and involvement that best suits the clients needs and objectives. The ultimate decision making power remains in the clients hands.
The internet provides us with a rich array of options for all levels of financial curiosity. Everyone will have to decide what they require but here is a list of some of the more useful sites I use regularly.
When you are starting your investment journey, your requirements are usually pretty simple and straight forward.
Long-term investment goals or objectives require little complex ongoing input.
A lower fee structure will allow you to accumulate and build your wealth more quickly.
You can access a well diversified, balanced portfolio, managed at a fraction of the cost of a full service human advisor.
Why pay high ongoing fees when your strategy barely changes over the medium to long-term.
You can always upgrade your service as and when your needs change and you require more complex solutions.
Why combine with White Investments?
Robo-advisors need accurate inputs to make your strategy useful - Rubbish in means rubbish out.
Robo-advisors will not adjust your strategy automatically when your needs or requirements change or be able to help you understand how changes impact on your planning process.
The role of a good investment advisor is not to try and choose the best performing funds or products. Their role is to understand your needs and match those to funds or products that will work accurately towards genuinely achieving your goals.
Robo-advisors will not be there to help you manage your behavioural risks when markets react outside of your expectations.
You cannot pick up the phone and speak with a robo-advisor to understand your portfolio.
We urge you to read our write-up which delves into the pros and cons of a robo-advisor. Includes loads of good additional linked content to brush up on your knowledge too...