The 5 Investor Questions
All investors should seek answers to five simple questions regarding their investment solution.
1. How much capital did I start with?
2. What is it currently worth?
3. What was my return?
4. What was my opportunity?
5. What is the total cost as per investment management fees?
Answers to these questions, afford my clients adequate disclosure to understand the current status of their assets while ensuring I am kept accountable in regards to the outcome. Every client meeting focuses on ensuring these basic questions are answered.
