Know your investment

What can you expect for the fees you pay?

You can expect your advisor to:

  • talk about your investment objectives and risk tolerance
  • make clear and specific recommendations
  • explain the reasons for the recommendations
  • point out the strengths and weaknesses
  • outline the risks involved
  • provide ongoing services such as answering any questions about the performance of your fund(s)

Here is what your advisor cannot do:

  • make promises about a fund's performance
  • suggest that future performance can be inferred from past performance
  • offer a guarantee of your investment

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