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Eliezer
08 May 2020
Content & Community Lead at Syfe
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Ray Phua
07 May 2020
Wealth Manager at AutoWealth
No worries, over at AutoWealth you are able to switch your portfolio risk profile at any point in time, and there is no additional fee. Besides, all AutoWealth clients are assigned with a Wealth Manager whereby they can seek advice from, before making appropriate changes to their portfolio risk profile.
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Robo-advisors have different portfolios for different risk profiles. It is possible to adjust or swi...
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Your risk tolerance can definitely change over time as you hit new lifestage milestones. Syfe offers you the flexibility of changing the risk level of your portfolio anytime, at no additional fee. Alternatively, you may also create multiple portfolios with different risk levels to cater for your short and long-term financial goals.
Moreover, Syfe's financial advisors are on hand to provide guidance and advice should you feel your risk tolerance no longer matches your investments. They can walk you through the process of re-assessing your risk profile and choosing the right investments.