What do you expect from your Advisor?

The psychologist Carl Jung might just as easily been speaking about investing with his famous quote;

“The shoe that fits one person pinches another: there is no recipe for living that suits all cases.”

So what do you expect from your Advisor? This is perhaps the most important question you can ask yourself. With a clear understanding of what your expectations are it is easier to understand the dynamics of investment process. When investors choose to work with me and my team, it is because typically they would like help in one or more of these three elements;

Time Talent Temperament

This is what I refer to as the Investors T3 equation. Which of these T’s resonates with you?


Time: You may have the skill set and the emotional traits to do it all yourself; but may be lacking the critical factor of time. Often I see successful people who simply don’t have enough hours in the day to dedicate to managing their investments. As a result, you focus only periodically on your portfolio. This approach, like watching the road part of the time while driving, can be a dangerous recipe and rarely gets you to where you want to go with your finances.

You need a portfolio "autopilot" to keep you on course.


Talent: As with any area of specialty, you may simply lack industry knowledge and experience to navigate the constantly evolving area of finance. Most education becomes stale dated very quickly in this modern information era and while the internet has no shortage of opinions on anything, attaining an investing skillset usually requires full time commitment and a significant experience in the field.

You need a portfolio guide who knows the financial landscape.


Temperament: Perhaps the most misunderstood trait is also arguably the most important since it requires self-honesty. There are two major aspects to investment temperament. Firstly, you may not have any interest in finance. We aren’t all interested in the same things and money is no different. The ability to make money in your chosen profession or to have accumulated it does not mean it’s a given that you will enjoy managing it. Secondly, our brain is not hardwired in a modern world to make us good investors and the truth is likely the opposite. The growing research field of behavioural finance documents that almost all individuals are affected powerfully by evolutionary traits that can override rational decision making. We all define and experience risk in unique ways. Often underappreciated is that an advisor can be a behavioural coach that helps you craft an investment strategy that fits your personality and helps shelter you from the deluge of financial market noise that can lead to big missteps.

You need a portfolio coach to keep you focused on your goals.


Bespoke Portfolio Design

If you see yourself in one or more of the above categories then I believe I can help you. Together, we’ll determine the area that needs fortifying and create a personal portfolio program that suits your individual investment DNA. Like bespoke tailoring, you end up with a design that fits you by utilizing a broad selection of investment fabrics. It’s a program that will help you achieve your life goals by combining the science of money management with the art of investing.