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New eBook! Guide to Researching Money Managers

Posted by WrapManager's Investment Policy Committee
December 2, 2015

Guide to Researching Money ManagersMoney managers and the underlying investments can act as the fuel for your investment plan, propelling you toward your retirement goals and the future you’ve planned for yourself. Therefore, it’s important to choose your money manager carefully. There are some general rules of thumb that will help you to find the right strategy mix to help make your goals a reality.

Finding a money manager can be time-consuming, however, and there are many other things you would rather be doing. Fortunately, financial advisors can serve two functions: they can create and monitor your investment plan, and they can also research money managers for you.

Our new eBook, Guide to Researching Money Managers, will discuss the following topics that can help you better understand steps you can take when researching money managers:


What's the Difference Between a Money Manager and a Financial Advisor?

 In short, money managers manage and financial advisors advise. Financial advisors understand individuals’ financial situations and create unique investment plans while money managers spend their time managing portfolio strategies. This section will go into more detail about the differences.

Why Not Invest Directly with Money Managers?

For one thing, managing investment portfolios is a time-consuming, skill-specific job, and many money managers focus solely on managing their investment strategies, not on developing client relationships. Additionally, investing directly with a money manager can be difficult as many have high minimum investment amounts. 

5 Money Manager Warning Signs

As you shop around for money managers, it’s important to watch out for warning signs. After all, it’s your retirement you’re dealing with, so choose your financial team wisely.

Money Manager Research Checklist (Downloadable!)

Doing your research when choosing a money manager may take time, but it will be time well spent. We’ve put together the following checklist to help with your research. The tips in this section can help you to discern the best approach for you.

3 Reasons to Hire a Financial Advisor to Manage Your Investments

Financial advisors can’t prevent hard economic times, but their skills and knowledge can help to navigate and keep you prepared for whatever comes your way. Your financial advisor can look at your financial picture now and help you plan for the future.

Combine the Expertise of Money Managers and Financial Advisors

When you work with both a financial advisor and a money manager, you have access to best of both worlds. You have access to the personalized service that comes from a financial advisor and the money management expertise that comes from a money manager.

Combining the investment skills of a money manager with a qualified financial advisor can put your financial planning strategy on track and help you work toward meeting your own personal financial goals.

To learn more about researching money managers, download our new Guide to Researching Money Managers eBook, contact us here or give us a call at 1-800-541-7774 to speak with one of our Wealth Managers.

Choosing a Financial Advisor Money Manager Research

Download Guide to Researching Money Managers