What does BAIA mean in INVESTMENTS

Berwyn An Investment Advisory offers a range of financial services and advice to its clients, including portfolio management, retirement planning, tax planning and estate planning. We also provide investment research and insight designed to help our clients make the best decisions for their financial future.

Berwyn An Investment Advisory is committed to providing personalized service that understands the individual needs of each client. Our team works closely with our clients to identify their goals and develop an effective plan tailored to their unique circumstances. We strive to provide the highest quality advice based on expertise, experience, and excellence in customer service.

All individuals or entities looking for comprehensive financial services can benefit from working with us. We offer customized plans that are tailored to fit individual needs, including those related to retirement, tax planning, estate planning and more. Whether you're just starting out or have been investing for years, we can help you achieve your financial goals.

Our team assesses each client’s individual situation to determine which investments would be most suitable for them. Generally speaking we recommend investments in stocks, bonds, mutual funds, exchange-traded funds (ETFs), commodities such as gold and silver coins/bullion/jewelry, real estate investments trusts (REITs) as well as alternative investments such as cryptocurrency and private placements.

We understand how important it is for our clients to stay updated on their investments so we make sure they receive regular reports on their portfolio's performance. These reports are typically delivered quarterly or monthly depending on the type of account chosen by the investor when they opened an account with us.

Berwyn An Investment Advisory charges a fee for our services based on a percentage of the assets managed by us (assets under management). This fee is typically calculated as an annual rate which varies depending on the amount held in your account since each investor has different requirements for service levels and guidance options available from us.

Yes there are minimum requirements when opening an account with us these include a $50,000 initial deposit into your account within 30 days upon agreement signing and $100K+ total invested assets at all times in order to continue receiving full advisory services such as portfolio management & strategic resource allocation recommendations along with other benefits included in your premium membership package once signed up & approved accordingly from our side after required documents listed & provided successfully by yourself towards completion of process entirely.

At Berwyn An Investment Advisory prides itself on offering excellent customer service at all times however if you ever feel unsatisfied please contact one of our advisors who will be willing assist & resolve any issue that may have arisen due to inexperience or lack of information provided by you during sign up process or failure from any part involved therefore ensuring full protection & satisfaction guaranteed all times.

Yes absolutely! All investment activity performed through us is done so under strict regulation guidelines set both locally & internationally so rest assured that keeping your money safe is always top priority at anytime throughout lifetime of partnership formed between yourself & ours company.