6 Questions To Ask

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Question 1

Would it be helpful if you had One Investment policy designed to guide 100% of your investments assets with all of your investment advisors?

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Question 2

Would it be helpful if you had a clear portfolio benchmark that gives you the ability to measure portfolio success and holds your investment advisor accountable?

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Question 3

Would it be helpful if you could select your current investment advisor(s) as the result of an objective Request for Proposal process?

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Question 4

Would it be helpful if you have a clear understanding of your portfolio costs and how your investment advisor gets compensated?

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Question 5

Would it be helpful if you have a consolidated report for all investment assets and identical breakout reports for all advisors for a time efficient review?

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Question 6

Would it be helpful if you have a handful of dashboard reports that contain all key portfolio metrics instead of digging through dozens of pages of confusing reports?