Articles for Investment Manager Audits

Is my investment advisor doing a good job?

Is my investment advisor doing a good job?

It’s difficult to answer the question, “Is my investment advisor doing a good job?” Predictably, all investment advisors report that they are “doing great” and are “above average.” They all provide compelling charts, graphs and benchmarks…

Does Size Matter?

Does Size Matter?

Do “big investors” have better investment results than “small investors”? Many business managers expect that their wealthy clients with large portfolios ($25m+) should have better returns because the clients have access to the best and brightest members of...