Co-Advising: What It Means and How It Can Help You
I've had clients come to me after a period of investing on their own, ready to make a change. Some are happy to pass over the role of portfolio manager to me, while others are still interested in managing parts of their investments.
In this podcast, I talk about how to manage a co-advising relationship. Co-advising gives you the freedom to live your life, without worrying about the performance of your portfolio every day, while still controlling a small portion of your assets. I explore what these relationships look like and the freedom it gives investors in the smaller assets they continue to invest on their own.
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To learn more go to tkdale.com