Money Manager Recommendations

Free Money Manager Recommendation!

1000s of Money Managers – Who is Right for You? Get your recommended money manager and customized investor kit in 3 easy steps!

1. Answer a few questions.

2. Your investing objectives & goals are matched to 3-5 Money Managers.

3. Research and hire your Money Manager(s).

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What's Included

Portfolio Allocation

Your Free Money Manager Recommendation is a report up to 30-50 pages that includes:

  • Investment Plan

  • Identified goals and objectives

  • Your personalized asset allocation

  • Your risk and reward assessment

  • 3-5 Money Managers Matched to your investment plan

  • Detailed performance reports

  • Each manager's unique philosophy

  • Excess rate of return

  • Organization and company history

  • Investment decision-making process