Vetted Advisor Team
Building the right investment advisor team is paramount to success. All too often, advisors are selected in an informal manner by asking a friend, professional advisor, websites or by simply assuming the large brand names equals quality. In most cases, investment portfolios are built over decades through hard work and many sacrifices. Armada gives you the opportunity to select your advisor team with the same due diligence as a large institution putting the odds of success in your favor.
- Formal Request for Proposal process for all advisor candidates with 50 key questions.
- Advisor comparison worksheet enables investor to stack rank advisor candidates.
- Side-by-side detailed advisor fee and portfolio expenses analysis.
- Review of a sample portfolio allows investor to see what the advisor portfolio looks like before investing assets.