As a boutique financial consulting firm that guides hedge funds, family offices and high net worth individuals around the world, we receive a lot of questions regarding the benefits of working with a financial consultant. This post hits on the key questions institutional investors should be asking to secure a financial consultant that aligns with their goals.
In screening for a consultant, your goals should be to:
1) Determine if the financial consultant is uniquely passionate about the financial markets and truly cares about helping clients vs. just going through the motions.
2) Establish whether the financial consultant is sufficiently trained and truly understands the fundamental principles of investing by evaluating their financial intellectual framework.
3) Assess whether the financial consultant has sufficient hands-on experience as an investor to help guide your firm in their areas of expertise.
4) Evaluating how the financial consultant has responded to adversity (Illuminates who we are at the core) as an investor and how their insights into fostering emotional discipline could help your firm.
The Practical Contrarian specializes in guiding institutional investors around the globe with customized investment solutions and proprietary market research. We are here to help.