Many people have substantial portfolios but only a general knowledge of investing and they rely totally on their advisors.

These investors seldom, if ever, delve into a prospectus and their investment decisions boil down to one all-important choice:

Who do they trust?

On the other hand, some other people make a good effort to understand the investment process. But the number of choices and the amount of data now available are overwhelming, and many of these people eventually throw up their hands.

They are still do-it-yourself types and rarely trust any one advisor. But they do tend to lend their trust to the media, believing that they have done their homework for them.

But that trust may be misplaced. These investors usually don't have a clue that many of the articles they rely upon were spawned in the public relations department of a mutual fund company, a brokerage house or some other investment product firm.

Do you trust that there is a "right" way for you to invest your money and you just have to discover it? Everybody has a better idea for what you should do with your money, and everybody is eager to do it for you!

Whatever your portfolio is, there are only two people who are likely to agree with it completely:

You and whoever designed it!

You will never be able to find any money manager or a stockbroker who will look at your portfolio and conclude that it's perfect for you and urge you to make no changes!

The investors most likely to succeed are those who are constantly learning more about investing and who find their advisors worthy of their trust.

That means advisors who have two things:

A. Competence and

B. The same interests as their client.

When you find such an advisor ...

Give him or her YOUR TRUST!

Go Back to the Previous Page