What to Look for in an Investment Manager (Video)

What to Look for in an Investment Manager (Video)

 

VIDEO TRANSCRIPT

With so many investment options available, it’s hard to know where to begin. It all starts with finding a skilled investment manager, who can help you along the way. Here’s what you should look for.

  • First, you need someone who will conduct a needs analysis. Someone who will listen to your needs and care about your unique financial situation.
  • Secondly, you should expect a written plan, detailing each recommendation and how it meets your needs. This should clearly state the risk and fees involved so you can make an informed decision.
  • Financial markets and life circumstances are always changing, so it’s important to find an experienced investment manager who will meet with you regularly.
  • Remember, you are the client and should only move forward with your investment plan when you’re confident it meets your investment needs.

It’s really important that my clients know that I care, and they can turn to me for trusted advice.

Next steps:

  1. If you’re ready to invest, we’re ready to help.
  2. Learn more about Retirement and Investing.
  3. Subscribe to the Education Center for more helpful articles, videos and infographics.

Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.

Jason Egge

Jason Egge

Vice President, BTC Financial Services (515) 245-2892 Email Jason

Jason Egge joined Bankers Trust in 2004 and has nearly 25 years of experience in the financial services industry. Jason partners with his clients to develop retirement strategies based on thoughtful consideration of their individual needs. He follows through with them, encouraging customers to meet regularly in a comfortable environment to review each unique portfolio, ensuring that their investments meet their changing life needs. Presently, customers have collectively invested more than $90 million through Jason. Their assets include stocks, corporate bonds, municipal bonds, government bonds, mutual funds, ETFs (Exchange Traded Funds), REITs (Real Estate Investment Trusts) and annuities.

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