Investment
Choices
Choose from three, six or twelve month
investment plans. The help you need to build
your portfolio is available from our experienced
investment professionals.
Tracking
Progress
The wealth
management process doesn't stop once a client's
plans are in place and investments have been
selected. In fact, a key part of AAG Investment
Group's service is focused on keeping our
clients informed about their progress toward
meeting their financial goals.
Account
Statements. Account statements
are tailored to meet specific client needs.
Statements are available in English and Russian
and can be based on multiple currencies.
Performance
Reporting. Working with their Financial
Advisor, clients may schedule periodic meetings
to go over performance reports and review their
portfolio.
Account
Aggregation.
Using the AAG Investment Group Wealth Management
Process, Financial Advisors help clients take a
holistic view of all their assets in order to
perform a comprehensive analysis of risk
exposure and to select suitable investments.
Words from our management
Every aspect of a client's financial
life is considered, enabling financial
advisors to become essential partners to
their clients and provide customized
financial planning and wealth management
advice, products and services.
Delivering best-in-class solutions are
critical, to both our clients and our
success. Your success is our success.
