This podcast was orginially titled, “Firm CPR: How to Find a Good Manager.” However, this discussion assumed advisors had found the manager to begin with. Turns out, that’s not as easy as it sounds. We tackle that topic in Season 3 Episode 9, “How to Find a Manager” which serves as a prequel to this.

Our season one finale features a recurring conversation we’ve been having recently with Advisors, how to construct a portfolio of managers. We discuss:

  • Meeting expectations
  • Firm structure
  • Communication
  • Program design
  • Returns
We hope you enjoy and follow us on this journey!

Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.