Choosing an investment manager to become a partner in your financial future is a decision that should not be taken lightly. Personality should come into play because this individual could be in your life for years to come, but it won’t matter how much you like him or her if they are unable to help you achieve your financial goals. Trust in their abilities and expertise is priority number one so it’s important to ask the right questions. Questions like “Where did you get your education?”, “Where have you trained?”, “What kind of certification do you have?” are commonly asked during interviews. Yes, interviewing potential candidates to manage your portfolio is not only acceptable but encouraged.
Alloy Investment Management welcomes anyone who has questions about financial planning and investment management to make an appointment to sit down with one of our experts. We are a family-run wealth management company with a team of highly educated and experienced financial professionals who prioritize client goals. We are not commission-based, and our principals and strategies are in place to ensure that our clients are armed with the knowledge and resources necessary to put together a balanced portfolio that reflects their risk tolerance, time horizon, and goals.
If you are wondering whether you need an investment manager, the answer is simple. Yes, anyone with assets and personal and financial goals can benefit from the help and expertise of an investment manager. We would love the opportunity to meet with you so you can get a better understanding of who we are and how our services may benefit your financial future. Please call 800-689-3935 to schedule a consultation.