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Greater San Diego Business Association

Jim & Steve's Investment Journey: Part III of VI

The third and last bank that we interviewed looked more promising than the rest.  The lead wealth manager seemed knowledgeable and personable.  We could tell that he was very smooth and experienced at convincing new clients to “join his team.”  After our first meeting with him, we felt that if “active management” was right for us, this may be the right bank.  The second meeting with him included his team.  It was during that meeting when we decided to reject the active management model outright.  The wealth manager promised us perks that we didn’t care about like tickets to sold-out concerts and invitations to star-studded galas.  We pushed back and asked how the bank was going to invest our money and make good on the wealth growth promises that they were making.  We also wanted to know all about their fee structure. Read more...

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