9 reasons not to work with us
Among the largest determinants of an Asset Manager’s success is the “quality” of capital they manage: aligned philosophy, patient. It is important you don’t choose us if you are not convinced about how we operate.
You are unwilling to spend time understanding our beliefs and approach but are only interested in outcomes.
Your definition of long term is 1 year.
You can’t stomach a stock market decline of up-to 25%.
You want someone who can time the markets.
You benchmark our performance to other advisors rather than the index.
You are unwilling to agree to a lock in investment period of at least 3 years where you will not withdraw the relationship.
You will act selectively on the Investment Advise while holding us accountable for results.
Your main concern is the fee we charge rather than the benefit you get.
You are unwilling to respect our privacy with families on weekends and after work hours.