Unless you decide to self-manage, you'll be hiring someone to provide advice. Whether that person merely makes product suggestions based on an investment strategy you craft, like a broker, or is making all decisions for your portfolio, like a private portfolio manager, it's important to understand what is driving their decision-making. In addition, you should understand whether that person has a verifiable history of making sound decisions.
At minimum, be sure to ask the person you're thinking of hiring the following:
Those questions are a good start, however, to more fully understand how someone will steer your assets, the following list of questions is a useful guide.
To learn ways you can benefit by choosing Fisher Investments as your prospective money manager, click here.
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