7 minutes | Jul 12th 2020

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.

Listen to this podcast and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher.

To learn more go to tkdale.com

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