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Graham_A_M
11-22-2006, 10:54 PM
Hey guys. I was wondering of who is the best investment firm to go to regarding management of a given amount of money.

Such as a wealth management company like Edward Jones (as an example)

Does anybody have any good firms, big or small to recommend?
There are so many out there, such as Dundee Weath management and MANY others that I just wanted peoples opinion of whats the best, and what kind of ROI's can be expected?

Thanks for everybodies opinion and help.
Rav4Guy
11-23-2006, 01:10 PM
It really doesn't matter what or who the firm is. It's the advisor/broker that will make you the money. Speak to an Investment Advisor at any brokerage house and see how you feel with them. Are they honest? upfront? If you feel that your investment objectives are the same/simlar to the broker.. then give it a try!

there's no guarantee ROI... and if ANYONE tells you that there is... then they're deceiving you. Unless you have stuff in fixed income.. there's always +/- in returns.
best of luck,
Graham_A_M
11-23-2006, 06:03 PM
:thumbsup: Great, thanks!
7thgenvic
11-23-2006, 06:05 PM
agree!!!!! thing you have to watch out for is the shit talkers who are sleazy
Canmorite
11-23-2006, 09:33 PM
Get them to show their track history is possible.
Celica TVS3
11-25-2006, 11:59 AM
^ Chances are they won't have an audited record of their performance history - making it useless because the advisor can show you anything he likes.

The size of your portfolio will somewhat dictate which firms and advisors will see you. Many of the firms/IAs have minimum portfolio sizes of around ~$250k. Although this if flexible if they manage a relatives money or you're low maintenance.

As said above I think you're biggest challange will be to find an honest and trustworthy advisor that will put your needs ahead of his revenue goals. Which isn't always easy given that the vast majority of IAs got there for being good talkers and salespeople.
redline
11-25-2006, 12:05 PM
Originally posted by Celica TVS3

The size of your portfolio will somewhat dictate which firms and advisors will see you. Many of the firms/IAs have minimum portfolio sizes of around ~$250k. Although this if flexible if they manage a relatives money or you're low maintenance.

.

it is more IA depandant then Firm in regards to min portfolio size.
redline
11-25-2006, 12:12 PM
Originally posted by Rav4Guy
It really doesn't matter what or who the firm is. It's the advisor/broker that will make you the money. Speak to an Investment Advisor at any brokerage house and see how you feel with them. Are they honest? upfront? If you feel that your investment objectives are the same/simlar to the broker.. then give it a try!

there's no guarantee ROI... and if ANYONE tells you that there is... then they're deceiving you. Unless you have stuff in fixed income.. there's always +/- in returns.
best of luck,

:werd: