Wealth Management

Wealth Management

Wealth management or wealth management advisory is a form of investment management and financial planning that provides solutions to a wide array of clients ranging from affluent to high-net-worth and ultra-high-net-worth

Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients.

Risk Management

The risk management process is a framework for the actions that need to be taken.

  • Step 1: Identify the Risk
  • Step 2: Analyze the Risk
  • Step 3: Evaluate or Rank the Risk
  • Step 4: Treat the Risk
  • Step 5: Monitor and Review the Risk

Financial risk is any of various types of risk associated with financing, including financial transactions that include company loans in risk of default.

Often it is understood to include only downside risk, meaning the potential for financial loss and uncertainty about its extent.

Financial risk is the possibility of losing money on an investment or business venture. Some more common and distinct financial risks include credit risk, liquidity risk, and operational risk.

Contact

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  • info@pacityonline.com

Brochures

View our 2019 financial prospectus brochure for an easy to read guide on all of the services offer.