It is essential to ask the right questions before you make the decision to work with someone to manage your money.

That is why we created this guide that walks through the 10 most important questions every investor should ask their money manager, including explanations of why the answers to these questions are so important to your financial well-being.

Here are some of the questions explored in this guide:

  • How have your investment strategies performed vs. their benchmark?
  • Are there fees or penalties if I decide to leave your firm?
  • How do you measure risk?
  • How are you compensated?
  • Plus 6 more essential questions

If you have $500,000 or more, fill out the form to get your free guide today!

A Quick Word About Zacks

Zacks Investment Management has been helping investors meet their financial goals since 1992. Currently we are entrusted with billions in assets by investors just like you. These people turn to Zacks because of our ability to create customized portfolios using strategies with a track record of success.