An advisor who helps investors with their
long-term investment planning. An investment consultant, unlike a
broker, does more in-depth work on formulating clients investment
strategies, helping them fulfill their needs and goals.
The idea behind an investment consultant is that they be part of the
clients investment strategy for a long period of time. The consultant
job is to actively monitor the clients investments and continue to
work with the client as goals change over time.
CIN - U67190UP1995PTC018124