Frequently Asked Questions
- Why doesn't my Financial Advisor provide me wit this type of analysis?
- Why should I evaluate my financial advisor?
- Isn't investing part luck and part skill? Does it matter who is investing my money?
- Why should I trust you to evaluate my investment portfolio?
- I've known my financial advisor for years and I am happy with my returns; why should I risk offense by hiring you to evaluate them?
Why should they? They risk showing you that they are a drag on your portfolio's performance. It is much better business sense to use sales techniques on their clients that improve their relationship based on personality rather than investment skill. We know of no large 'Wall Str.' firm that provides this kind of analysis to the average investor. Makes you wonder about just how much confidence they have in their advisors, doesn't it?
Over your "investing lifetime" one will typically pay your financial advisor over $250,000. That is money that is straight out of your account and into their pocket! We believe that any professional should make their fees up to the client in their recommendations of what to buy and when to buy it. Why use a financial advisor if they are not going to provide you with a risk return better than what you could have done yourself? If your financial advisor is shown to be skillful, then they are worth their fees and your referrals. If they are not skillful, then you have just probably saved yourself a lot of money by finding out now!
Investing is part luck and part skill! Isn't is better to know which attribute your financial advisor is relying on? Skill lasts - luck doesn't. Our report shows you just how much skill your financial advisor has or lacks!
We give the average investor an analysis, at a fraction of the cost, generated by the same software used by the large global investment firms such as mutual funds, hedge funds and pension companies. They have been using this software for over a decade to determine if their money managers are skillful and taking appropriate risk.
Question - Do you pay other people to be your friend? If not, you may wish to consider that every financial advisor aspires to be their clients' best friend.
They know that if they form an emotional bond, there is little chance that the client will ever leave. We want to help you answer the question - "Is your financial advisor better at managing you or your investments?"
