Asset Management

Sowaidan member firms are some of the leading financial advisers to the Asset Management industry.

Asset management is the practice of increasing total wealth over time by acquiring, maintaining, and trading investments that have the potential to grow in value. We have several different types of asset managers, distinguished by the type of asset and level of service they provide. Each type of asset manager has a different level of responsibility to the client, so it is important to understand a manager's obligations before deciding to invest. In Sowaidan, everything was computerized, so we have a Robo-Advisor. A robo-advisor is a computer algorithm that automatically monitors and rebalances an investor's portfolio accordingly, selling and buying investments aligned with programmed goals and risk tolerances. Because there is no person involved, robo-advisors cost much less than a personalized investment service. After all that tools, our mission summarized in asset management is to recommend investments to our clients or to buy and sell securities on their behalf. We specialize in more areas in asset management, such as tax or estate planning, etc.