Selecting & Monitoring Advisors

Most of my advisors have told me "It's best for us to be your quarterback and oversee all your investments vs. having multiple firms manage your money."

A primer on what to expect in terms of service and capabilities.

Advisors don't provide audited track records. So how do you shop for the best? Answer: Very carefully.

With the recent market turmoil, investors are looking for more credibility and transparency from their advisors. Institutional investors have long demanded audited track records from advisors to confirm performance claims. Now many private investors are doing the same.