The first step towards a successful investment strategy is selecting the right money manager.
Often daunting, it can be one of the most important decisions in life.
So having the peace of mind that you've made the right choice is a fundamental step - whether you're an individual or a family.
When selecting a money manager, consider the following:
- Does the manager practice a straightforward investment philosophy that has been successful?
- Is the organization structured to ensure continuity into the future?
- Will the individuals managing money today be around in 10 or 15 years?
- Is their own money invested alongside mine? Are we in the same boat?
If answers to these questions are at the core of your decision-making process, and our philosophy of Quietly Building Wealth resonates with you, we should have a conversation.