Asset Management Service
Eduvest will manage trading accounts on behalf of customers using an External Asset Management (EAM) model. In this model, Eduvest manages and executes trades for the client but does not take custody of the client’s funds. Instead, customers’ funds remain directly with a partnered forex brokerage firm, and Eduvest acts as the asset manager, making strategic decisions to help grow these accounts.
Our Asset Management
Services Include:
Why choose Eduvest for
Asset Management Services?
Our team of asset management professionals has years of experience managing diverse portfolios across various market conditions.
We know that every client’s needs are unique. Our personalized approach ensures that you get solutions that are designed specifically for you.
We don’t just look at your investments in isolation. Our comprehensive approach ensures that all aspects of your financial health, including tax, estate planning, and insurance, are factored into your asset management strategy.
We keep you informed every step of the way, offering clear, straightforward advice and regular updates on your portfolio’s performance.
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