Hiring An Investment Manager
To determine if hiring a professional portfolio manager is right for you… ask yourself the following questions:
- Do I have substantial assets to invest personally or for my business?
- Is owning 25 or 30 blue chip stocks no longer a sufficient investment strategy for me?
- Would I rather spend less time focusing on my investments and more time on my day job or with my family?
- If I had years of professional investment management experience AND all day to focus on the capital markets, would I likely improve my investment returns?
When choosing a professional portfolio manager… ask yourself the following questions:
- Does the Portfolio Manager have the experience to properly manage my investments?
- Will the Portfolio Manager create a portfolio tailored for my needs and risk tolerance?
- Are the Portfolio Manager's incentives aligned with my own goals?
- Will my portfolio be liquid and easily adjusted as my needs evolve?
- Will the value and composition of my portfolio be completely transparent?
- Are there any conflicts of interest?
- Does the Portfolio Manager have procedural safeguards in place to help to guard against potential fraud?
Friedenthal Financial manages investments for individuals and businesses, in both brokerage and retirement accounts. We are also happy to manage your IRA rollover if you have left a 401k at your previous employer. Call Friedenthal Financial to discuss your investment needs today.
856-210-6494
Friedenthal Financial, LLC is registered as an investment adviser in New Jersey. The investment adviser may transact business only in such additional states in which it may become registered with the appropriate securities regulators, or in which it is excluded or exempted from registration. This website is neither a solicitation for business nor an offer to sell investment advisory services except in those states where Friedenthal Financial LLC is so registered or exempt from registration.