What is a Money Manager?
Many financial books and seminars have told us that we can benefit from using a Money Manager, but what exactly does a Money Manager do? To put it in a nutshell, they help look after our investments so that we can reach our financial goals. If you don't really know what your goals are and haven't thought about where you'd like to be financially in the future, they will sit down with you, help you define realistic goals, and make some suggestions. Here are some of the services that a Money Manager can provide:
- Monitor client's assets and manage them, making trades when necessary
- Keep clients informed about their assets and decisions being made
- Provide reports of client's portfolio activity available to them on a monthly basis
- Give personalized service based on individual needs
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Money Managers on sokanu
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