FAQ General What factors should I consider when choosing someone to manage my money or existing portfolio?
What factors should I consider when choosing someone to manage my money or existing portfolio?

There are several key factors to consider when choosing a responsible third party to manage your money:

Performance
The ability to achieve positive returns comparable to or exceeding benchmarks

Listening
The ability to listen to your needs and structure your portfolio within your risk criteria

Reporting
The timely provision of regular updates on the status and performance of your portfolio

Transparency
Probably the most important point is to ensure managers' decisions are not influenced by 3rd party commissions. Therefore investment selection is based on obtaining results and results alone!

 

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