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How to Choose a Money Manager?

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?
  • Can the organization guide me through my life-long wealth planning and management journey?
  • 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.