Would it be helpful if you had One Investment policy designed to guide 100% of your investments assets with all of your investment advisors?
Yes
No
Would it be helpful if you had a clear portfolio benchmark that gives you the ability to measure portfolio success and holds your investment advisor accountable?
Yes
No
Would it be helpful if you could select your current investment advisor(s) as the result of an objective Request for Proposal process?
Yes
No
Would it be helpful if you have a clear understanding of your portfolio costs and how your investment advisor gets compensated?
Yes
No
Would it be helpful if you have a consolidated report for all investment assets and identical breakout reports for all advisors for a time efficient review?
Yes
No
Would it be helpful if you have a handful of dashboard reports that contain all key portfolio metrics instead of digging through dozens of pages of confusing reports?
Yes
No
Which two are most important?
Having one investment policy designed to guide 100% of your investments assets with all of your investment advisors?
Having a clear portfolio benchmark that gives you the ability to measure portfolio success and holds your investment advisor accountable
The ability to select your current investment advisor(s) as the result of an objective Request for Proposal process
Having a clear understanding of your portfolio costs and how your investment advisor gets compensated
Having a consolidated report for all investment assets and identical breakout reports for all advisors
Having a handful of dashboard reports that contain all key portfolio metrics
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