Archive for the ‘Outsourced Chief Investment Officer’ Category

Why Hire a Professional Chief Investment Officer when You Can Just “Do It Yourself”?

By Adam Laird on January 28th, 2016

Dear “do-it-yourselfers”:We all have our own definition of “expensive.” In my role as a Stewardship Counsellor, I have the opportunity to learn what expensive means to investors – and their definition is usually as unique as the....

7 Warning Signs It’s Time to Change Your Investment Advisor

By Mark Barnicutt on December 7th, 2015

Like any profession, there are competent advisors and not-so-competent advisors in the wealth management industry. Our experience is that there are always warning signs for clients that it’s time to change investment advisors.Here are seven....

Pros and Cons of Robo-Advisors: Are They Here to Stay?

By Dan Hallett on June 29th, 2015

Much has been written about newer investment advisory firms that dispense advice through user-friendly websites, called Robo-Advisors. This new breed of advisory firms offers many potential benefits but also faces many headwinds. Potential Benefits....

See Beyond

Receive Market Commentary + Stewardship Insights.