Advisory Accounts

Start / Investing / Managed Accounts / Advisory Accounts
Wealth Management

Make investment decisions yourself

Advisory accounts are accounts on which Alpen Partners can place orders that were instructed by the clients. Clients with advisory accounts make the final investment decisions themselves.

Alpen Partners has a limited power of attorney on the account, with the authority to place orders in the system but not wire cash or securities out of the account.

Alpen Partners' role on advisory accounts is:

  • To give our clients investment advice on a regular basis
  • To support our clients in the pre-selection of possible investments
  • To share views with our clients on current market developments

Clients who have advisory accounts with Alpen Partners are typically finance professionals with significant market experience who are interested in benefiting from Alpen Partners ’ extensive knowledge of the market and network but wish to keep full control on the investment decision.

Blog

Related articles

Modern Portfolio Theory

Protect yourself from risk. Any seasoned investor, or even someone new to the scene, understands that there is an amount of risk that goes into an investment. Market volatility can be caused by a vari...

Offshore Banking in the United States

Opening a U.S. bank account as a foreigner. The strong economy of the U.S. offers a lot for foreign investors that want to benefit by doing business with American companies. Instead of using difficult...

Invest in Precious Metals

Take advantage of one of the world’s oldest investments. If you are looking for an investment that will stand the test of time, precious metals is the avenue to take. Many smart investors continue to ...

For specific service information please send us a message.

GDPR Privacy Policy: This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Website: Agenza GmbH