3min chapter

Money For the Rest of Us cover image

When Should You Hire An Investment Advisor? Two Case Studies

Money For the Rest of Us

CHAPTER

The Challenges of Hiring an Investment Advisor

The other way this manager potentially could generate excess return is through some of these satellite strategies, depending on whether theyg rate a return higher than the five point six to five point eight % expect a return of the portfolio. The reality is we don't know. Whenever we hire an outside adviser, it takes some trust. So i suppose it comes down to, did the person or firm deliver on what they said they were going to do, based on testimonials fom others that we trust.

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