Why Monitor Your Current Advisor?
You can delegate the monitoring of money managers to financial advisors who provide performance reports. But, who monitors your advisor? Should you let advisors monitor themselves?
Ask yourself this question. Do you believe current financial advisors volunteer information that would cause you to terminate their services? Our research shows they withhold the information and hope you do not ask right questions. This is why so many investors use our FREE quarterly monitoring service for financial advisors. Not only do we ask the right questions, we require documented responses so you have a permanent record.
12 Categories of Facts
We monitor 12 categories of advisor-related information that changes over time. We focus on performance, investment expenses, client terminations, and investor lawsuits. You select the categories you want monitored. We obtain the information from your advisor and highlight potential risks that should be addressed with your advisor.
Make timely decisions!
Our FREE quarterly monitors get the facts you need to make timely decisions. For example, some investors lose large amounts of money and time before they terminate under-performing advisors. What if they had the information a lot sooner? They could make quicker decisions that protect their financial interests.
Avoid expensive surprises!
When advisors control the flow of information you hear what they want you to hear. They will not voluntarily provide any information that may cause you to terminate their services. Our FREE quarterly monitoring service was developed to obtain information that helps you avoid surprises that cost you time and money.
Increase advisor accountability!
Financial advisors are more accountable when you use our FREE monitoring service. They know they risk losing their relationship with you if they do not deliver competitive returns for reasonable amounts of risk and expense.
Documentation that protects you!
Your advisor wins if he can get you to accept verbal information without documentation. He knows you will lose any disputes that may occur because you have no record of what was communicated to you. Our FREE monitoring service produces documentation that protects your financial interests.
