How do you go about selecting an investment advisor? First and foremost, it should be someone
who sincerely listens to you and with whom you feel genuine rapport. Expertise is vital, but trusted communication is the glue that will bind the relationship through thick and thin. Here are a few
other things to look for.

Independence

Seek an advisor whose practice is free of proprietary products and who works solely for you, not some other third party.

Objectivity

Work with an advisor who you pay directly rather than one who derives his or her compensation from investment products recommended to you.

Process

Hire an advisor with a well-articulated investment process that makes common sense to you. If it is too complicated to understand, or if cogent explanations are not forthcoming…run.

Depth

Make sure to work with an advisor who has the knowledge and capabilities to help you develop an overarching financial plan. Successful investment management is contextual.

Credentials

There is an alphabet soup of professional designations from various corners of the financial marketplace. It is important to do some fact finding on who grants those credentials and what they mean in terms of training, expertise or agenda.

Experience

Find an advisor who has been tempered by a meaningful number of economic cycles and market events. On this point, a few gray hairs are a good thing.

Portfolio Management and Financial Consulting

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6702 Stonefield Rd., Ste. 201, Middleton, WI 53562 | Phone: 608-826-5730 | Fax: 608-826-5731