WrapManager's Wealth Management Blog
When life changes, we can help you thoughtfully respond.

New eBook! Guide to Researching Money Managers

Posted by WrapManager's Investment Policy Committee

December 2, 2015

Money 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.

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Choosing a Financial Advisor Money Manager Research

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When you look for a doctor to provide care for you and your family, what qualities do you look for? Most answers are probably the same: you ... [+] Read More