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My portfolio manager.
While we do not doubt that a young advisor can be intelligent and helpful, there is really no substitution for experience and tenure.
Generally speaking, it’s a good idea to choose a manager who has experienced various market cycles. Younger advisors who have never helped their clients through a recession may not be as humble, prudent, or knowledgeable as ones who have.
While we do not doubt that a young advisor can be intelligent and helpful, there is really no substitution for experience and tenure.
Generally speaking, it’s a good idea to choose a manager who has experienced various market cycles. Younger advisors who have never helped their clients through a recession may not be as humble, prudent, or knowledgeable as ones who have.
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