Anonymous
What are some reasons you would consider an Investment advisor or Relationship manager to handle your investments?
Would it be because you have no time? Cant trust yourself to handle your emotions during market downturns?
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Am working in a FI and a role where I'm exposed to institutional trades daily. If I were to maintain my own portfolio and trade, I would have to go through compliance approval for every transaction I want to execute. In order to rid of all the troublesome back and forth as well as ambiguity of insider trading, I engage an FA to handle DCA investing on behalf of myself.
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Never, simply because he/she will never care about my money as much as I do.
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They have more connections, see and hear more info not easily available to retail investors.
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Billy
01 Aug 2022
Development & Acquisitions Manager at Real Estate Private Equity
It's akin to investing with a roboadvisor - which is to trust the expertise of others, but I think t...
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They have a guaranteed higher returns.