Сommunicating with SecuroomAi

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I have quite a detailed experience of communicating with SecuroomAi, so I will try to answer on the topic. I came to them at the beginning of last year, when I sold a commercial space and decided to wisely distribute the proceeds. Before that, I tried to manage everything myself - through banking products, bought securities separately on different platforms, but at some point I realized that it takes a lot of time, and the result, to put it mildly, is so-so. SecuroomAi attracted me precisely by their approach - there was no pressure, no empty promises, no "tomorrow you will be a millionaire." The consultation was informal, but surprisingly profound. I was asked a bunch of questions: from goals (children's education, retirement, buying real estate) to the level of anxiety during drawdowns. They even asked me to describe how I behaved in March 2020, when the markets sharply went down - a good indicator of the attitude to risks. Then there was a report with a detailed strategy. Moreover, I was not offered just one thing, but was given a choice of three models with different ratios of profitability and risk. I chose a moderate one, with an emphasis on reliable instruments and partial protection in case of sharp fluctuations. Over the year, it came out to a little more than 8%, but I value stability more than the figure. I especially remember December, when there was a fuss about energy companies - SecuroomAi did not just silently rebalance the portfolio, but sent an explanation in advance of what was happening and why they recommended reducing the share of one of the assets. Transparently, with graphs, in human language - without this abstruse mess, as often happens.