David Gewant

Co-Founder, Managing Director at Pure Portfolios
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  • 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.

    1 October 2018
  • article
    4 November 2018
Employment
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