As an investment advisor, it is important to conduct due diligence on investment strategies that we recommend to clients.
Due diligence involves researching how strategies work, the people who are running them, and the philosophy behind them. Good due diligence work can help identify good strategies, avoid poor strategies, and know when a good strategy has ceased being good. This can be crucial in helping you as you seek to pursue your treasured long term financial goals.
AssetMark, the company we partner with to access high quality investment strategies, has a stringent ongoing due diligence process to screen investment strategies. The following article outlines why this is so important.