7 Tips for Selecting Your Association's Next Investment Advisor

7 Tips for Selecting Your Association's Next Investment Advisor

By: Ahmed Farruk

An investment advisor plays a crucial role in preserving the health of an association. A close look at what a potential advisor offers and how the advisor's work fits with your goals can help you make an appropriate decision.

Sending out a request for proposals for an investment advisor or consultant can feel a lot like car shopping. There are many options to choose from. There's a lot of complex jargon, charts, and tables. The face-to-face meeting can feel like a hard sell, and by the end of the process, everybody's exhausted. ...