SUCCESS STORY
Jill and Steve,
Former DIYers
Primary Goal
Outsource portfolio construction and management to trusted experts
The Background
Jill and Steve are two young professionals with successful careers and a growing family. Neither of them are trained as professional investors, but they have been managing their assets themselves with moderate success. Recently, they have observed large moves within their portfolio that kept them up at night. They are concerned about increased market volatility and sought professional advice.
The Mandate
- Dedicating time and energy to career and family, and recognizing that portfolio management is outside of their scope of interest and expertise
- Seeking a manager who will focus on growing their portfolio over time
- Looking for a partner with whom they can discuss their long-term financial goals and plans
- Hoping to find an RIA with experience who can manage their assets today, through retirement
The Result
Jill and Steve have peace of mind knowing their assets are managed by experienced professionals who offer customized portfolio construction and insights that only decades of experience can offer. They now have clarity around their short- and long-term investment investments. BIA understands their mandate and manages their assets actively on a daily basis.
The Summary
Your family’s future relies on setting in motion a sound investment plan today. Self-managing a portfolio requires market expertise, requisite experience and time. If you need help to meet your goals and needs, call BIA for a free consultation.