9 Essential Considerations When Choosing an Investment Advisor

Human Resources By: Jeff LeClair

Associations need a smart investment strategy, and that usually begins with the selection of a financial professional. What works for large companies may not work for smaller associations that need to be careful about reserves. Here are some points to consider when selecting an advisor.

What's prompted you to find a new investment advisor? It might be a change in your organization's needs, lackluster returns, lack of clarity, poor decisions, or simply due diligence. Whatever the reasons, the decision to make a change is a difficult one. ...