Your Expert Partner in a Complex World
In today's complex financial landscape, it's crucial to have a partner who understands the intricacies of wealth management. At Akin Investments, we pride ourselves on our expertise and commitment to helping our clients succeed in achieving their financial goals.
Tailored Investment Solutions
We believe that every investor is unique, which is why we offer personalized investment solutions tailored to your individual needs. Our team of experienced advisors will work closely with you to understand your financial objectives, risk tolerance, and time horizon. Whether you're planning for retirement, saving for your child's education, or looking to grow your wealth, we will create a customized investment strategy that aligns with your goals.
Comprehensive Financial Planning
Investing is just one part of the equation. We also provide comprehensive financial planning services to ensure that all aspects of your financial life are well-coordinated. From retirement planning to tax strategies, estate planning to risk management, our team will develop a holistic plan that encompasses all the elements necessary for your long-term success.
Registered Investment advisor Vs Stockbroker
There are two main categories of professionals who can help you: the Stockbroker and the Registered Investment Advisor.
They differ in two ways,
A) their level of responsibility to you and B) how they get paid.
A stockbroker is an employee at a financial firm who is paid a commission based on what you invest. He/she is basically a sales person. The investment they sell you must be appropriate at the time of the recommendation but they have no further, on-going responsibility to you.
During the “know your client” conversations, the stockbroker learns many things about you and your financial needs, including
How old are you?
What is your investment time horizon?
Is your investment intended for retirement, down payment on a home,
your child’s future college expenses or something else?
What is your profession?
What is your annual salary?
What is a Broker Dealer?
by Paulina Likos US News & World Report
Paulina Likos is an investing reporter at U.S. News & World Report, covering investing and asset management. Before beginning her career as an investing reporter, Paulina graduated from Villanova University where she studied political science, communication and business management.
Broker-dealers play an important role in the stock trading system. They provide investors and traders a point of entry into the financial markets.
As an investor, you need to do business with broker-dealers to access investment opportunities and meet your long-term investment needs.
Broker-dealers come in all shapes and sizes, so it's important for you to know how to evaluate which one is right for you. Here's what you need to know:
What is a broker-dealer?
What is a broker?
What is a dealer?
Differences between broker and dealer.
To hedge their risk, market makers must be keenly aware of market conditions and volatility, says Stephen Akin, founder and advisor at Akin Investments.
"They may deploy strategies on various types of indexes that could be closely in tune with the issues that they are trying to make the market in, as well as consideration for market volatility," he says.
As a Registered Investment Advisor I offer Solutions for a Complex World!
Take the next step, schedule a free consultation and learn how we can help you. Asset and Cash Management Solutions