Steps on how to choose a money manager
You wouldn’t entrust your health to someone who didn’t have a good track record and the necessary credentials and experience. The same care with which you choose a health professional should also apply to another important area of your life: your investment portfolio.
If you’ve worked with a financial advisor, you know how helpful it is to have a professional looking out for your accounts and keeping you on the right track with your investments.
Sometimes it’s also beneficial to enlist the services of other investment specialists as well.