The Risk-Wise Investor by Michael T. Carpenter

Author:Michael T. Carpenter
Language: eng
Format: mobi
Publisher: Wiley
Published: 2010-05-11T04:00:00+00:00

Working with Your Advisor

Once you decide with whom you want to work, be certain to schedule a meeting to start your relationship with a thorough review of all your current investment, legal, and tax information, along with your insurance advisors, and a detailed conversation about your long-term goals and the timeframe within which you wan to achieve them.

Some investors strongly prefer working with one financial advisor who oversees all the client’s investment accounts and financial assets, making the advisor’s job easier and the investor’s record-keeping easier as well. Other investors prefer to spread their investment portfolio around among two or three different advisors. They do so because they like using different advisors with different expertise. These investors sometimes also feel that with several different advisors to choose from, they are keeping all their options open, can quickly obtain several different (and sometime conflicting) opinions from more than one advisor who know their personal circumstances well, and have diversified advice and portfolios. These different philosophies are one more example that demonstrates that what’s best for an investor is totally up to each one of them.

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