The following questions should be considered prior to selecting an investment manager. Any candidate that has a commission-driven agenda in providing investment advice should be respectfully challenged.
We have told investors to be very careful before they turned over their life savings and their financial future to a broker whose first job is to keep their job, not grow or preserve their money. It is our goal to help prospective clients make informed decisions and we are available to answer questions and to enhance a comfort level with our professional services. We invite you to contact us.
• What is the experience and credentials of the advisor responsible for my portfolio?
• How often can we review our portfolio? Can we access funds in an emergency?
• What is the total cost? Are fees charged to establish an advisory relationship?
• Are there hidden fees? How are fees paid?
• What is the advisor’s philosophy regarding money management?
• Has there ever been legal action taken against the investment advisor?
• How is the fee structure linked to portfolio performance?
• Am I comfortable with the firms’ investment strategy?
Native American Advisors, Inc.
- Dean Parisian
- CHIPPEWA PARTNERS is a Registered Investment Advisor and provides investment management to private investors, retirement plans and Native American tribal entities. Founded in 1995 as a fee-only money manager we are about doing the right things the right way and our expertise developed over 25 years balances financial acumen with absolute integrity. Dean Parisian is a former NASD and NYSE arbitrator and very successful trader who started his career on Wall Street in 1982 with Kidder Peabody and then with Drexel Burnham Lambert. The firm is a Life Member of the National Congress of American Indians and adheres to fiduciary standards. As a private, unbiased firm we know what to do and are prepared to do it. We invite your inquiry to manage your assets. ChippewaPartners@aol.com. Office: 877-772-1621 www.chippewapartners.com
Tuesday, March 04, 2008
Subscribe to:
Post Comments (Atom)
0 comments:
Post a Comment