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NEXT GENERATION
WEALTH MANAGEMENT

INVESTMENT MANAGERS

Thank you for your interest in helping us act as a fiduciary of our client’s capital. From our disciplined, six-step investment process, investment experience, and relationships with non-affiliated investment professionals we have developed a lot of guidelines for investment managers to be considered.

Our research has concluded that successful managers will possess key characteristics that include:

  • People that are passionate about investing, with a research-intensive discipline;
  • Investment process that is well-defined, long-term, and repeatable;
  • Focused investment team with demonstrated expertise;
  • Risk adjusted returns excluding the use of leverage;
  • Tax sensitivity; and
  • Competitive fee structure

Email us at mweil@ngwealth.com or submit a contact form below:

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Media

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Investment Managers

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