When should an investor consider working with a professional money manager?
If you have $500,000 or more in investable assets, a professional money manager could be right for you. If you’re not afraid to sell a losing or low-quality investment and you already know what your long-term return is, you may already be doing a great job investing your own money. But if you don’t know how to insulate your money from a lengthy bear market or you feel overwhelmed by financial data, you may need a professional money manager. If you would like more information about professional money management, contact our sister company, Staton Financial Advisors, LLC at 1-704-365-2122 or by email. If you have less than $500,000 to invest, a subscription to The Statons’ E-Money Digest is like having your own professional money manager. Our investor newsletter helps you build a portfolio of the thoroughbreds of American industry. America’s Money Coach® Bill Staton picks a “Baker’s Dozen” portfolio of the best companies in America. And all you have to do is match the Guided Portfolio wi