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.

Jason Egge is a Financial Advisor with Osaic Wealth, Inc. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entitites and/or marketing names, products or services referenced here are independent of Osaic Wealth. Check the background of this investment professional on FINRA’s BrokerCheck. Not FDIC Insured. No Bank Guarantees. May Lose Value. Not a Deposit and Not Insured by any Government Agency.