Oct 2009
27
by micharch
Important Questions to ask a Potential Asset Manager
- What sort of investments will you make on my behalf and how will you be paid for your services?
- How much risk will you be taking with my investments and what is the return you expect to earn from taking those risks?
- Do you have peer-reviewed, academic research which incorporates reams of long-term documentation to support your strategy?
- Will my brokerage statement come from a reliable third-party provider like Charles Schwab, Fidelity, or TD Ameritrade?
- Will my securities be transparent and marketable at all times?
©2009