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The problem is many financial advisors, trade advisors, and money managers just aren’t good investors and traders. That goes for mutual fund managers, hedge fund managers, managed futures managers, etc. The solution? Educate yourself about the markets and investment strategies (but not as extensively as if you were trading by yourself).
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.MarketHEIST.com investing&trading guides .
Advisors & Managers review
GUIDE Published May 2011, Ed.1-01 All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopy, recording or any information storage and retrieval system, without prior permission in writing from the publisher. Copyright © MarketHEIST.com 2011
MarketHEIST www.MarketHEIST.com [email protected] Telephone: +(312) 83-HEIST facebook.com/marketheist youtube.com/marketheist twitter.com/marketheist
table of
CONTENTS
Getting Started with Investment Advisors
and Money Managers
The Basics for Choosing Investment
Advisors and Money Managers 1. Experience: Your experience can help you
choose between good and bad advisors &
managers
2. Trading Style: Do you understand what your
advisor is suggesting or what your manager
is doing?
3. Risk Appetite: Are you comfortable with your
advisor or manager’s risk management
4. Asset Class: Know your advisor or manager’s
specialty and use them for that purpose only! Advisors & Managers Choices
1. Investment Advisors: Types, Pros, Cons,
Recommendations
2. Money Managers: Types, Pros, Cons,
Recommendations
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All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopy, recording or any information storage and retrieval system, without prior permission in writing from the publisher. Copyright © MarketHEIST.com 2011
getting started with
ADVISORS & MANAGERS
Here’s something interesting your financial adviser
probably won’t share with you: the majority of mutual
fund managers do worse than their benchmark (such
as the S&P 500 index). If you’re like most people,
you probably have a good amount of money in these
mutual funds that turned out not as wonderful as
advertised. However, for those of you who don’t have
the time or motivation of managing your own
investments, we still encourage to find a good money
manager. The problem and the solution is actually
quite simple. The problem is many financial advisors,
trade advisors, and money managers just aren’t good
investors and traders. That goes for mutual fund
managers, hedge fund managers, managed futures
managers, etc. The solution? Educate yourself
about the markets and investment strategies (but not
as extensively as if you were trading by yourself).
Only then can you tell the skilled money managers
and advisors from the smooth talking salesman. In
the end, it is your money. You owe it to yourself to
interview and hire the best talent to manage your
money (and fire those that don’t do their job).
Good advisors and money managers are true
professionals in their field and would do a much
better job than you could. Investment advisors allow
you the freedom to manage your own money and
make your own decisions. Advisors provide advice,
resources, trade targets and strategies that help you
better invest your money. Money managers do the
work for you, actively investing your money based
[…]
*SAMPLE ONLY. DOWNLOAD FULL REVIEW GUIDE FREE
http://marketheist.com/services/advisors-managers
All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopy, recording or any information storage and retrieval system, without prior permission in writing from the publisher. Copyright © MarketHEIST.com 2011
