We're in the Client Outcome Maximization Business, Not the Investment Performance Chasing Business.


Asking an advisor about performance is the wrong question. Your investment outcome will be far more dependent on his fees and business model.

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The Eight Most Important Questions to Ask Before You Engage an Investment Advisor.

The answers to these questions will have a far greater impact on your investment outcome than “what is your performance?” or “did you beat your benchmark?”

Want to know what the right questions are?

Download the brief paper to see how your investment outcome is largely a function of the type of investment program offered by your advisor and the fees he charges.

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