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Why some financial professionals suggest a third-party asset manager

 

Last updated 6/25/2017 at Noon

Steve Rohde

Courtesy of Steve Rohde

VP, Financial Advisor

Some investors are puzzled when a financial professional recommends third-party asset managers to supervise their portfolios. Why would they recommend turning over the active management of the portfolio to someone else?

Why? Because it may be in the best interest of the investor. The portfolio management capability and resources of a single financial professional or small financial consulting group can pale in comparison to what an outside money manager might provide.

It can be a value-added service

Most financial advisors devote...



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