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No. of Recommendations: 0
If you are good at analyzing stocks, bonds, ETF, Mutual Funds and cash management strategies do it yourself. If your like 95% of the public who when put in a Fiduciary position of managing an estate to preserve and grow the estate, your better off utilizing an adviser that has an open architecture and can guide you through the capital allocation process utilizing a multi-strategist advisory platform. This puts the fiduciary responsibility square on the adviser and strategist(s)when it comes to the day to day responsibilities of monitoring the markets, opportunities and sticking to Grantor's investment objective(s), risk tolerance and financial needs of the Grantor(s) of the Trust. Transfer the management risk as far from you as possible, but sticking to a transparent relationship with your advisers. Good Luck!
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