The relentless search for “better” is a basic, and essential, human instinct. We want better shelter, better food, better people in our lives. We want better goods and services so badly that entire industries have developed to create, advertise and sell them. We strongly encourage all investors to seek and demand better. Considering the time we spend choosing restaurants, detergent brands and paint colors, it’s definitely worth some time and energy to compare your existing advisor to other options. Finding better could literally change your life and the financial prospects of your family for generations.
Here’s a free checklist for you to use as you satisfy your instinct for better.
To conduct portfolio analysis, such as a comparison of your existing portfolio to an Osbon portfolio, we use Windham asset management software, from the cutting-edge advisor to massive endowments, pension funds and other institutional investors. We think of Windham as our 8 PhD’s working in our back office for your advantage. Few advisors to individual investors have access to Windham; it’s a huge plus for our clients.
Try it, you can only win
Competition brings out the best in everyone, so here’s your chance. Put your portfolio out for competitive analysis. Results can never be guaranteed in investing, but through this process I guarantee you will come away better informed, either convinced change is necessary or sure that you are in exactly the right place.
John Osbon – firstname.lastname@example.org