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8/2/2019 Dignitas Announces Second Opinion Service
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AS U.S.STOCK MARKET REBOUNDED IN Q12012,RETAIL INVESTORS REMAINED ON THE SIDELINE
DignitasOnline Second Opinion Portal Helps Investors
Assess Their FinancialAdvisors Performance
MEDIA ADVISORY
For more information contact:Haydee Caldero
(312) 651-6130
Chicago, IL April 27, 2012. The US stock market1 was up 12.6% in the first quarter of 2012,
yet investors pulled a net $5B out of US equity funds during the same period2. The discrepancy
between a better performing US stock market and continued uncertainty amongst retail
investors demonstrates a continued lack of confidence in the market.
Receiving the right type of investment advice and education can enhance investor confidence
and ensure investors are benefitting from the markets positive performance. According to
Nicholas Delgado, Chief Wealth Officer at Dignitas, Q1 2012 fund outflows demonstrated that
many investors were being ill advised by their current advisor either because they lack an
investment plan or are not receiving the proper education and advice to make good decisions.
A key component of any client-advisor relationship is communication and education. Its just
as important as the advisors role of monitoring and reporting on a clients investment
portfolio.Mr.Delgadosaid.
According to Mr. Delgado, clients should not think they are beholden to their financial advisor
if they are not receiving consistent communication and value-add advice. Getting a second
111 East Wacker Drive T: 312.651.6130Suite 2606 F: 312.854.1054Chicago, IL 60601www.mydignitas.com
http://mydignitas.com/NicholasDelgado.htmlhttp://mydignitas.com/NicholasDelgado.htmlhttp://mydignitas.com/NicholasDelgado.htmlhttp://mydignitas.com/NicholasDelgado.html8/2/2019 Dignitas Announces Second Opinion Service
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