For people who’s assets are great than a million dollars (often defined as holding financial assets) Carte Wealth Management Inc. will take care of all of your high net worth portfolio needs.
Your Investment Advisor may also recommend a wide range of strategies to help diversify your portfolio to ensure it maintains its high value. Some things our investment advisors can make sure are being taken care of are to:
- Ensure that your investments from hedge fund products are in prime position to generate strong returns in the long term, regardless of market direction
- Minimize any risk from exchange rates through the use of foreign exchange futures.
- Commodity futures are looked over by strong risk management.