Step 3 - Retain Needed Professionals

For an endowment to function effectively, it must engage a heterogenous mix of investment advisors, analysts, legal counsel, tax advisors and others. Although individual investors do not demand the same level of staffing, engaging the right mix of professionals can help streamline an individual's investments. Each investor must carefully consider the right team of professionals.

The challenge for you is figuring out who you need to meet your goals. Most commonly we act as the investment advisor, financial planner and we select the broker for our clients. Download Our Podcast

Learn more about the different types of financial professionals you may need: Download Our Guide

Take inventory of your current financial professionals and which ones you might be missing: Download Our Worksheet