Hard Questions for Your Investment Advisor

Hard Questions for Your Investment Advisor
October 3, 2010
  • Does your Advisor have a ‘get out’ strategy to take you to the sidelines when markets are risky?
  • Can your Advisor clearly articulate his/her buy and sell rules, and can he/she demonstrate their effectiveness?
  • Is your Advisor a Portfolio Manager? If not, how does he/she manage portfolios with ad-hoc positions?
  • Does your Advisor have a process for taking advantage of global opportunities, or does he/she stay close to home?
  • Is your Advisor aware of opportunities in commodities and international REITs via Exchange Traded Funds?