By admin on July 7, 2017
Families and affluent foundations need a customized, integrated asset management plan.
You should consider contacting an outsourced CIO when:
- You’re not meeting your investment goals
- You’re tired of people ‘pushing investment products’ at you
- Your financial organization operates with a conflict of interest in dealing with your assets
- Your portfolio doesn’t match your tolerance for risk
- You’re concerned your portfolio is not sustainable
- You’re skeptical about the competency of the investment managers working on your behalf
- You don’t know how much you’re truly paying for your investment advice (your current investment advisor is not transparent!
- You do know how much you’re paying for investment advice … and it’s too much
- You feel the advice amongst your various professional advisors (e.g. accountants, lawyers, etc.) is disconnected
Investors face many complex challenges in the current asset management industry. When you need an objective expert at your side, you should engage an outsourced CIO.
