Tag Archives: investment advisor

An investment advisor friend of mine recently asked me to summarize for him the criteria I would use if I were looking to identify an investment advisor to work with and I came up with 15 characteristics I would look for in what for me would be an 'ideal investment advisor' which I would like to share with you. Words: 679

There are a number of conventional reasons why a segment of people have always resisted the urge to hire an investment advisor. Nevertheless, there comes a time in virtually everyone’s life when circumstances change at which time finding a trusted advisor may well become a priority and a rewarding proposition that leads to less stress, superior execution, or simply a safety net for your family.