February 2018: How to Choose an Investment Advisor

In continuation with last month’s article, "How to Choose an Investment Firm", this month’s article takes it a step further. The next step in the process is actually choosing the individual that best suits you. Sometimes you don’t know who to turn to for this advice, whether it be a friend’s recommendation or the woman from a random ad in a local bulletin. Below we will go over some procedures you can apply when trying to choose and how to read between the lines, as many advisors use the same lingo when describing their actual role and services. First, figure out what level of service you are looking for: brokerage services, financial planning help, someone to manage your portfolio or a m

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