Conducting a manager search for an investment advisor can be a daunting endeavor. Trust, personality, services, investment approach, technology, fees, firm structure, potential conflict of interests are all things to consider. Understanding the values of prospective firms is a good place to start, as is talking with existing clients.
PORTLAND, Ore., Sept. 7, 2016 /PRNewswire/ -- Pure Portfolios has appointed David M. Gewant, CIMA®, CAIA to Managing Director. In this role, he will be...