What Investors Want 

Performance- Performance is key to most investors. To men, it is the most important criteria in judging an advisor( 56% of men say this is what matters most and 84% of men with over $5million in assets rank performance most critical.). More than 60% of women surveyed ranked relationship and investment performance as equally important. The great wealth the greater the importance of performance to an investor. With 69% of investors saying they would consider switching to another advisor for poor performance.Relationship- having a ‘rewarding’ relationship is important to investors. Many advisors believe that relationship is key,’ but as we just mentioned, performance is actually more key. Obviously, a good relationship is important as there will be no transparency of your goals and concerns without a strong relationship in which you are accepted but challenged, in charge but educated and in which your family concerns are respected. Information- My clients are looking to me to sift through economic and business data and given them my perspective on what I think is happening in the world of finance, nationally and globally. Then use this information with their goals and and other financial concerns to make decisions for their families.When you are choosing an advisor keep these traits in mind. Citation: The information transmitted is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this in error, please contact the sender and delete the material from any computer. Email management, archiving & monitoring technology powered by Smarsh, Inc. Disclosure:Only securities and advisory services offered through Wall Street Financial Group, Inc. Registered Investment Advisor. Member FINRA/SIPC. Wall Street Financial Group, Inc., Norumbega Financial and all other entities listed herein are separate entities, independently owned and operated.