Walter Moretto Email & Phone Number

I understand that for some people, investment planning can be a difficult and sometimes confusing undertaking when trying to make sense of all the facts, figures, products and investment options available to them. It is my job to cut though the clutter of information and provide clear and objective advice. My commitment to my client as an investment advisor, are as follows: • Preserve capital• Reduce complexity• Giving them absolute control on their accounts• Integrate financial specialists when requiredBy putting these principles into practice, I build strong relationships with my clients as we work together to achieve their financial goals and I undertake an ongoing obligation to: • Create and monitor a tailor-made investment plan, built on your financial goals. • Hold myself accountable for ensuring these goals are met over the long term and provide you the tools to monitor the progress.• Keep the lines of communication open with a minimum of three meetings per year to review your portfolio and update your financial plan.The majority of investors focus primarily on returns to gauge the success of their investment strategy. This view typically drives investors to take unnecessary risk to achieve the desired returns and neglects basic effects of taxes and fees on their returns. When it comes to successful investing, there are four key areas that make up the investment hierarchy. They need to be focused on in the following order:1. Risk management2. Tax efficiency3. Fee efficiency and transparency4. Maximizing returnsFor details on how this approach to investing can benefit you, feel free to contact me at wmoretto@alignedcp.com.

Listed skills include Product Management, Product Marketing, Product Development, Telecommunications, and 7 others.