Dignitas Announces Second Opinion Service

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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

    [email protected]

    (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.html
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