Ideas & Insights Our Advisors Our Teams Resources White Papers eBook Market Statistics Model Portfolios Important Documents Recommended Readings Calculators What We Do Who We Are Our Story Our Board Members Management Team Governance & Internal Controls Compliance Safe-Keeping your Assets World Class Partners Research Department Perspective Newsletter Careers Contact Us Personal Wealth Value Proposition Twelve Value-Added Services Performed by Investment Advisors Download this Document Published: 2015-11-6 It is difficult to estimate the value that can be obtained from a competent investment advisor. This paper reviews 12 value-added services performed by competent investment advisors. Nine of these services are difficult to quantify, and three are reasonably quantifiable. We conclude that these quantifiable services may add as much as 3.22% to long-term investor returns. Download this Document Contributors Raymond Kerzérho ,CFA, Director of Research Author Raymond contributes to PWL with his thirty years of experience in investment strategy and fixed income portfolio management. Related White Papers Evidence Based Investing Five Factor Investing with ETFs Published: December 23, 2020 Evidence Based Investing The Value Premium: Fact or Fantasy? Published: November 24, 2020 Evidence Based Investing Dollar Cost Averaging vs. Lump Sum Investing Published: June 23, 2020 View All White Papers IIROC AdvisorReport Ideas & Insights Our Advisors Our Teams Resources All Resources White Papers eBook Market Statistics Important Documents Model Portfolios Recommended Readings Calculators Checklists What We Do Who We Are Our Story Our Board Members Management Team Governance & Internal Controls Compliance World Class Partners Research Department Contact Us Client Login PWL Wealth Centrenew My Portfolio + FR
Raymond Kerzérho ,CFA, Director of Research Author Raymond contributes to PWL with his thirty years of experience in investment strategy and fixed income portfolio management.