You can certainly manage your own investments just as you can work on your own car or sell your own house. However, many Americans choose to hire a mechanic or a real estate agent when handling these tasks. 

Here are a few of the top reasons for why you may want to hire an investment manager:

1. Your time is more valuable spent building your career, spending time with your family, and following your passions.
2. You need encouragement when markets are volatile and the media is screaming that it’s time to panic and sell. 
3. You don’t want to spend hours upon hours researching investments, account types, and the numerous other complexities of investing your money.
4. You want an objective, unbiased, third-party professional to provide you with guidance. 
5. Managing your own money may lead to emotional decisions which may not be in your best interests. 

Most investment assets can be transferred to a new financial advisor without incurring tax liabilities or penalties. Stocks, bonds, mutual funds, and exchange traded funds are typically very easy to move. 

Yes. We have both a moral and legal obligation to act in the best interests of our clients at all times. No exceptions (it’s spelled out in our client contracts).

We usually conduct quarterly investment reviews with most of our clients. We may also contact most clients during times of market volatility. We will discuss how often you would like to review your investments with us during our new client interview process. 

Our clients’ investment accounts are held securely at TD Ameritrade Institutional.

Yes! Clients can login to their TD Ameritrade Insitutional accounts at www.advisorclient.com 

Clients can deposit funds into their accounts either by linking their checking account or mailing a check. Clients can request withdrawals be deposited into their bank accounts or they can request a check by mail.