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  3. Video: How to Choose the Right Investment Advisor

Video: How to Choose the Right Investment Advisor

Submitted by Acadian Wealth Management on April 3rd, 2020
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When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your own profile.

 

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  •   10201 West Markham Street, Suite 213, Little Rock, Arkansas 72205
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Gerald is primarily responsible for all investment decisions made by the firm and to provide all financial advice provided by the firm.  No other person makes financial decisions in regard to assets managed by the firm and no other person provides financial advice on behalf of the firm.  That notwithstanding, pursuant to recommendations and advice provided by Mr. Crochet, the firm does, pursuant to allocation recommendations made by Mr. Crochet, outsource the management of some client assets to sub-advisors that implement certain investment strategies selected by Mr. Crochet.  Those sub-advisor managed strategies include: Tactical Long/Short Strategy, Core Strategy, Alternate Core Strategy, Tactical ETF Strategy, Equity Opportunity Strategy, and Alternate Sector Rotation Strategy.

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