PAY ATTENTION TO THE CULTURE OF THE FIRMS YOU INVEST WITH
PAY ATTENTION TO THE CULTURE OF THE FIRMS YOU INVEST WITH
- Do they act as fiduciaries, putting clients’ interests first?
- Do they have a clearly stated mission and investment objectives?
- Are they committed to disciplined investing for the long term, built to last?
- Are they cost conscious?
- Are they honest about mistakes and humble about their successes?
Watch the related WEALTHTRACK episode.
