Investment Advice, Management and Recommendations for Individuals, Families and Institutions

Factors to consider when selecting an advisor

The investment advisor you choose not only will have access to detailed information regarding your personal finances, but also will be the individual entrusted to manage your financial future.  Make sure your advisor has:

1) Strong Ethics

The integrity of your advisor is of the utmost importance. It is essential that you can be confident that your interests will always come first.

2) A Global Perspective

In an ever-changing global economy, your advisor needs to have the resources and expertise to identify investment opportunities both domestically and abroad.

3) Knowledge and Experience

Managing your wealth is about much more than picking stocks or mutual funds; it requires an understanding of economics, corporate finance, asset valuation, and portfolio construction and management.

4) Industry Recognition

While there are a number of reputable credentials in the financial industry, none are as rigorous or as widely respected as the Chartered Financial Analyst (CFA) designation.