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Posted

Hey Guys,

 

I have a HNW friend who is looking for somebody to manage their money. Before you guys start nipping at the bait, she is looking for an a wealth manager, someone who can tailor an investment strategy that pairs well with her goals and risk tolerance. She asked me but what I would do is much different than what she would be comfortable with. Do you guys have any recommendations?

Posted

Different managers will manage different dollar amounts. How much is she looking to invest?

Posted

I hate to see people fall for this trap.  If you would like, I am happy to explain to either of you why she should seriously reconsider her approach.  If you send me a private message, I'll give you my number. 

 

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