When to Hire Us
Hiring someone to manage your investment portfolio may sound like a service only the wealthy need — or can afford — however, investment management is about making the most of your money: No matter how much you have in your portfolio, it’s important to ensure every cent is optimized. An investment manager can help you do that.
When to hire an investment manager
It’s common to end up with a collection of investment accounts — a few RA’s, a couple of pension funds from previous employers, that brokerage account you opened after you saw a Warren Buffett documentary. An investment manager can streamline your financial life by consolidating accounts from different firms under one roof, making it easier to execute a cohesive investment plan.
But even if your investments are held within one account, investment management is helpful if:
- You’re not confident about making investing decisions on your own (or want a second opinion).
- You want someone else to keep tabs on your portfolio and rebalance assets when the mix drifts from the original formula.
- You’re dealing with complex issues, such as an inheritance, retirement-income planning, tax strategies or legacy planning.