How A Money Manager Determines Goals And Objectives For Portfolio Management
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How A Money Manager Determines Goals And Objectives For Portfolio Management
Greg Heller (Financial Consultant) gives expert video advice on: How does a money manager determine goals and objectives for portfolio managerment?
How does a money manager determine goals and objectives for portfolio managerment?
A good money manager determining goals and objectives of a client would go through an interview process with the client themselves, and would determine where the client sits today. That might be the age that they're at, it might be how many children they have, it might be college planning, for retirement planning, to a host of different issues which would determine the client's ability to absorb risk or to set up a balanced portfolio.