Some advice on investment advisors

15 Mar

As a person who has had years of experience working with many financial advisors let me tell you several things that you have to know before hiring a NAPFA advisor. The one you are going to work with has to be someone you can trust. How can you confide your business' investment strategy to someone that you don't trust? The second thing is expertise. He has to be an expert in the field of investment management in order to help your business' progress, to help you make more money. He has to be motivated and ethical as well. These are the things I am looking for in an investment advisor. So should you.

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