Скачать или смотреть 4 Questions You Need to Ask When Choosing Your Investment Advisor

Learn how to select the right investment advisor in these uncertain times. Billionaire investor Stanley Druckenmiller calls this "the most uncertain environment for the markets in his 45-year career." Navigate this new era with insights from Neil McIver, Founder and Senior Portfolio Manager of McIver Capital Management. Neil shares four essential questions to ask potential advisors and the answers you should be looking for.

✔️ 4 Questions to Ask When Choosing Your Investment Advisor:

📍 03:30 - Question #1: Are You a Fiduciary?
• The significance of fiduciary duty in providing the highest level of care.
• Differences between fiduciaries and advisors with sales or agency duty.
• Importance of legal responsibility for the outcome of their advice.

📍 06:45 - Question #2: What is the Standard Deviation of the Portfolios You Manage?
• Understanding the professional metric for measuring investment risk.
• Identifying advisors who grasp financial risk management.
• Ensuring appropriate risk levels for your investments.

📍 07:59 - Question #3: Do You Have an Audited Track Record of Your Performance?
• Importance of a verifiable performance history.
• Distinguishing between anecdotal success stories and documented evidence.
• Using track records to evaluate advisor competency.

📍 09:31 - Question #4: Do You Offer or Have Access to Financial Planning Services?
• The value of professional financial planning.
• Understanding the scope and cost of planning services.
• Importance of access to comprehensive financial advice.

Join Neil McIver as he guides you through these critical questions to ensure you receive the best investment advice in today’s volatile market. Don't miss out on these essential tips for choosing a qualified and trustworthy advisor.

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About McIver Capital Management:

Neil McIver is a Senior Portfolio Manager at CG Wealth Management and the Founder of McIver Capital Management. McIver Capital Management is a portfolio management group which has provided proprietary, institutional calibre, discretionary portfolio management for over 30 years. Our clients include corporations, foundations, pensions and high-net-worth individuals and families. We also provide advanced tax and estate planning.

For more information on our process and services, please visit us at https://www.mcivercapital.com