Whats the difference between Financial Planners, Investment Advisors and Asset Managers?
• “Planners” and “Advisors” provide clients with holistic asset allocation advice — then outsource the actual investment decision making to external professionals like mutual funds. • Asset Managers like Teewinot are more market-focused, usually managing just a portion of an any individual client’s total portfolio. They can also manage mutual funds and private hedge funds.
