What Exactly is Active Portfolio Management? Do I really need it?
Do you have $100,000 or more in investable assets?
Does your current advisor re-balance your portfolio on an annual basis?
Does your current advisor use a hold and hope investment strategy?
Does your current financial advisor purchase mutual funds for your portfolio?
Do you want a portfolio that is lower cost than your current portfolio?
Is your advisor complacent about current events in the stock market?