does not take into consideration your Personal Circumstances, such as your goals, financial situation, risk tolerance and life situation, while providing you financial advice or information about a financial product or service.(more…)
Not all firms selling investment portfolios online can be called robo advisers. A robo-adviser is more than just a digital storefront for financial products. Personalisation of financial advice and discretionary investment management distinguish robo advisers from online investment platforms.
We at QuietGrowth believe that your investment choice should be personalised to your risk profile, risk-optimised for long term returns, highly diversified, and should take your Personal Circumstances into consideration. (more…)