Investment Consulting - Introduction
Investment consulting refers to the following services:
- Portfolio Assessment – providing an assessment of the arrangements you currently use to manage your portfolio; and
- Manager Search – if the need for a portfolio manager is determined, identifying other possible arrangements through a manager search
The proper management of a portfolio can significantly improve future wealth. Our team of independent & certified financial planners can provide a truly objective opinion on the management of your portfolio because we do not maintain any assets under management ourselves.
The Great Divide
Investment Executive’s Money Planner 2006, Jade Hemeon
December 17, 2006