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High net investors favor good advice by stanley laman staff writer

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High net investors place confidence in their advisors’ guidance, even as they remain skeptical about the state of the economy, according to a survey by Charles Schwab Advisor Services.

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Page 1: High net investors favor good advice by stanley laman staff writer

High Net Investors High Net Investors Favor Good AdviceFavor Good Advice

By Stanley Laman Staff WriterBy Stanley Laman Staff Writer

Page 2: High net investors favor good advice by stanley laman staff writer

High Net Investors Favor Good High Net Investors Favor Good AdviceAdvice

High net investors High net investors place confidence in place confidence in their advisors’ guidance, even as they their advisors’ guidance, even as they remain skeptical about the state of the remain skeptical about the state of the economy, according to a survey by economy, according to a survey by Charles Schwab Advisor Services.  Charles Schwab Advisor Services. 

Page 3: High net investors favor good advice by stanley laman staff writer

High Net Investors Favor Good High Net Investors Favor Good AdviceAdvice

Of those surveyed, 37 percent of Of those surveyed, 37 percent of respondents said their desire for respondents said their desire for investment advice has increased over the investment advice has increased over the last four years. Important factors in last four years. Important factors in working with advisors included knowledge, working with advisors included knowledge, investment performance, and service, investment performance, and service, among others. among others.

Page 4: High net investors favor good advice by stanley laman staff writer

High Net Investors Favor Good High Net Investors Favor Good AdviceAdvice

Issues of importance to this cohort include Issues of importance to this cohort include the deficit, the European economic crisis, the deficit, the European economic crisis, and general uncertainty regarding inflation and general uncertainty regarding inflation and taxes.  and taxes. 

Page 5: High net investors favor good advice by stanley laman staff writer

High Net Investors Favor Good High Net Investors Favor Good AdviceAdvice

On the other side of the equation, the On the other side of the equation, the report noted that investment advisors are report noted that investment advisors are cognizant of the need to keep their cognizant of the need to keep their investors in the loop with regard to issues investors in the loop with regard to issues such as Europe and the Federal deficit. such as Europe and the Federal deficit. They noted that the current caution among They noted that the current caution among investors appears to be tied to political investors appears to be tied to political gridlock and the desire to see stronger gridlock and the desire to see stronger evidence of a market recovery. evidence of a market recovery.

Page 6: High net investors favor good advice by stanley laman staff writer

About Stanley LamanAbout Stanley Laman

Founded in 1991, the Stanley Laman Founded in 1991, the Stanley Laman Group offers private and institutional Group offers private and institutional investors a wide range of investment and investors a wide range of investment and financial advisory services. financial advisory services.

Page 7: High net investors favor good advice by stanley laman staff writer

About Stanley LamanAbout Stanley Laman

Founded in 1991, the Stanley Laman Founded in 1991, the Stanley Laman Group offers private and institutional Group offers private and institutional investors a wide range of investment and investors a wide range of investment and financial advisory services. financial advisory services.