One of the most fundamental and critical decisions you will make in your lifetime is that of selecting an investment advisor. Wealthy investors are presented with a myriad of investment alternatives, ranging from the largest and most sophisticated financial institutions in the world offering a broad array of products to specialty boutiques to hedge funds and alternative investment vehicles. How involved do you want to be in the investment process? How many financial institutions do you want to deal with? What investments should be provided from those institutions? Are the fees you are being charged fair and reasonable?

CastleKeep can help you with those questions.

We believe it is important for you to have independent guidance on how to select an investment advisor like CastleKeep. We have selected two sources which we believe can help you establish a framework for this important decision.

Article

Selecting an investment adviser is one of the most important financial decisions you can make. The Association for Investment Management and Research (AIMR) encourages you, the investor, to follow the five P’s in selecting an adviser for your personal investment goals. READ "Your Right to Know: SELECTING AN INVESTMENT ADVISER"

On the Internet

A good place for tips in finding a good investment adviser is the Security and Exchange Commission website. We recommend "Protect Your Money: Check Out Brokers and Advisors" at http://www.sec.gov/investor/brokers.htm.