It can be scary to hire an asset manager. I understand that. I felt that way when I was 17 and had to hire a stock broker (they didn’t have money managers back then) to manage the small inheritance I received after my parents died.
My experience was terrible back then and you may have had similarly poor experiences with professional money managers yourself. That’s why I like to be 100% transparent. I like to show my clients and prospective clients exactly what I’m doing, why I’m doing it and the results.
If you’re considering hiring a professional firm with decades of experience and a firm that manages over $100 million for people just like you, please sign up for my newsletter. I will send you monthly updates on what is really happening in the market without all the chatter. And I’ll show you the results of how I invest for both myself and my clients. Here’s a summary of the different investment models I love.
Sign up for my monthly market newsletter below. I will never share your email information with any other party and you can unsubscribe at any time. Plus, as a bonus, I will send you my exclusive course,” How to Retire Like the Wealthy” just for giving my newsletter a chance to show you how I think about investing.
Remember, I am a fiduciary and I am bound by law to provide independent and objective information putting your interests first. I am not going to try sell you anything. I’m just going to share the most important ideas I identify as being important for investors. I’m also going to share my results. If you decide you want to take it to the next level, that will be up to you completely.