A Partner with Proven Experience

Selecting an Advisor

Factors to Consider When Selecting
a Financial Advisor

The financial advisor you choose not only will have access to intimate detailed information regarding your personal finances, but also will be the individual entrusted to manage your financial future. Make sure your advisor has:

Strong ethics.
The integrity of your advisor is of the utmost importance. It is essential that you can be confident that your interests will always come first.

A global perspective.
In an ever-changing global economy, your advisor needs to have the resources and expertise to identify investment opportunities both domestically and abroad.

Knowledge and experience.
Managing your wealth is about much more than picking stocks or mutual funds; it requires an understanding of economics, corporate finance, asset valuation, and portfolio construction and management.

Industry recognition.
While there are a number of reputable credentials in the financial industry, none are as rigorous or as widely respected as the Chartered Financial Analyst® designation.