Where investors go to get good advice

James Brumley

Subscribe to James Brumley: eMailAlertsEmail Alerts
Get James Brumley via: homepageHomepage mobileMobile rssRSS facebookFacebook twitterTwitter linkedinLinkedIn

Blog Feed Post

The Guidelines In Choosing The Right Portfolio Investment Manager

Some people are reluctant in getting the services of a portfolio investment manager. It is not surprising because it is hard to find the suitable firm to handle the assets and investments you have. Don’t worry. If you needed a Portfolio Investment Management but worried that it would just be a scam, you can relax now because we have here a guideline that you can follow to get a reliable specialist.

Assess the applicant

assess-the-applicant-1https://i2.wp.com/bluegrassportfolio.com/wp-content/uploads/2016/12/Asse... 626w" sizes="(max-width: 300px) 100vw, 300px" data-recalc-dims="1" />

In the finance industry, there are a lot of experts who will promise you all the thing you wanted to hear. You need to trust your instinct if the person you are talking to is someone who excels in what he or she do, or the analyst is just the average.


integrity-1https://i2.wp.com/bluegrassportfolio.com/wp-content/uploads/2016/12/Inte... 626w" sizes="(max-width: 300px) 100vw, 300px" data-recalc-dims="1" />

The firm that you will be choosing should have the integrity to create unbiased decisions. More often than not, a company that is affiliated with other firms has the tendency to be one-sided. It’s in your best interest if you will choose a firm that is not affiliated with other companies.

Holistic Approach

holistic-approach-1https://i2.wp.com/bluegrassportfolio.com/wp-content/uploads/2016/12/Holi... 626w" sizes="(max-width: 300px) 100vw, 300px" data-recalc-dims="1" />

It is important that the Portfolio Investment Manager you’ll get oversees a holistic approach when it comes to your investments. The advisor you’ll get shouldn’t be just focused on one side and neglect the other substantial areas of investment.


communication-1https://i1.wp.com/bluegrassportfolio.com/wp-content/uploads/2016/12/Comm... 626w" sizes="(max-width: 300px) 100vw, 300px" data-recalc-dims="1" />

A credible portfolio management company provides regular updates about the status and what are the things going on after you have awarded the job. Be very cautious on this factor because a lot of firms that forgets to touch base with their clients after getting their business.

Making Things Simple

making-things-simple-1https://i0.wp.com/bluegrassportfolio.com/wp-content/uploads/2016/12/Maki... 626w" sizes="(max-width: 300px) 100vw, 300px" data-recalc-dims="1" />

You should opt for a company who are willing to explain things in layman’s term. It’s a good way for you to know that they are exerting effort because they want you in the loop and there is nothing to hide for them.

Choose wisely because the people you’ll get will be the one to take care of the things you have worked for.

The post The Guidelines In Choosing The Right Portfolio Investment Manager appeared first on Business Financial Portfolios.

Read the original blog entry...

More Stories By James Brumley

James Brumley is a freelance writer and registered investment advisor. He began his career as a broker with a major Wall Street firm, where fundamentals and long-term holding periods were core strategies. After that, he switched gears completely, becoming an analyst at a short-term trading newsletter that focused on technical analysis. He now manages client money using the best of both philosophies. His company, Bluegrass Portfolio Management, offers investors an opportunity to reap superior returns with minimized risk.