Douglas Gill
Douglas Gill
financial individual investor job marry money needs proper strategy tolerance unique
The financial adviser's job is to marry up the proper money manager's strategy with your unique individual needs as an individual investor and your tolerance for risk.
fee incentive includes investor manager money pay run separately
Typically, in a separately managed account, the fee that you pay as an investor includes transaction costs, so there's no incentive for the money manager to run up transactions on you.
business last lost several street wall
Wall Street has lost business to fee-based advisers in the last several years.