I need advice

Good evening everyone. I need advice from those who are in the know: I recently came across a company called SecuroomAi, they specialize in asset management. I read a little - it all seems reasonable: stable income, individual approach, emphasis on security. But the site itself, of course, does not say anything special. I would like to hear the opinions of those who have actually worked with them. Are there any pitfalls?

 

Nowadays, everyone promises “professional management” and “stable income”, but in reality it often turns out that under the hood there is just a template model and zero feedback. I am one of those who followed your path — I started looking for a company to entrust with managing part of the family capital when I realized that I could not cope on my own. Too much stress, especially during unstable periods. And so, I have been cooperating with SecuroomAi for almost a year now. I can tell you how it all looks from the inside, without embellishment. Let's start with the first contact — it was, pleasantly, not according to a script. We called, talked, and I really felt that a real person was talking to me, and not an operator from a bank who did not care. They asked me very specific questions: what is my investment horizon, what are my goals, how do I feel about risk, do I plan to top up the account or just invest and watch. I said that the main priority is preservation and gradual growth. I have three children, and I am creating a cushion for their education and my husband and I's future retirement. I was offered a strategy where the emphasis was on a balanced distribution of assets - some more dynamic, some protective, so that overall fluctuations were not so sensitive. The way they explain the logic of the choice is a separate pleasure. Without abstruse terms, but quite deeply. As a person not from the financial sphere, everything was clear to me.