We are currently meeting with clients and prospects by appointment only. Join our newsletter!
Subscribe
(240) 880-1938

The Most Important Factor in Picking a Fund Manager

//
Comment0
/

When choosing a fund manager, there are a wide variety of characteristics an investor can evaluate. Common points of assessment include:

Educational background: What degrees has the fund manager earned, and from what schools? Is the fund manager a certified financial adviser (CFA)?

Professional experience: Does the portfolio manager have previous experience on the research side? If so, how much? How many years has the portfolio manager worked in the industry?

Read the rest of the article on The Wall Street Journal.

Leave a Reply