6 Questions To Ask
Would it be helpful if you had One Investment policy designed to guide 100% of your investments assets with all of your investment advisors?
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?
Would it be helpful if you could select your current investment advisor(s) as the result of an objective Request for Proposal process?
Would it be helpful if you have a clear understanding of your portfolio costs and how your investment advisor gets compensated?
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?
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?