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 Careers Governance & Internal Controls Compliance Safe-Keeping your Assets World Class Partners Research Department Perspective Newsletter 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 Personal Wealth Financial Planning Assumptions Published: October 13, 2021 Retirement Optimising Retirement Income Published: April 30, 2021 Evidence Based Investing The Passive Vs. Active Fund Monitor Published: April 20, 2021 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.