How to choose an investment manager
Over the years we have been asked many times for support and guidance from our clients as to whether we think their investments are performing well enough, should they be doing anything different, and who should they be doing it with. We cannot provide investment advice…however, we can certainly help lift the mists which sometimes surround communications from investment houses, and here’s how. Trustees are often simply looking for a steer, a bench mark or a trusted friend when things begin to look a little rough and change looks like the likely remedy. Our Investment manager review document can help with this process, but here is a brief synopsis. Trustees cannot delegate the decision or the responsibility for their choice of investment manager but the process of choosing can be helped enormously by a good independent and qualified investment advisor. However, it’s important to remember they will only provide advice