Comments on: Ten Questions to Help Determine the Integrity and Quality of a Financial Advisor http://yesandnotyes.com/blog/2010/01/ten-questions-to-help-determine-the-integrity-and-quality-of-a-financial-advisor/ Investing, politics, policy, economics, money, law, etc. Thu, 22 Jul 2010 15:08:16 +0000 hourly 1 http://wordpress.org/?v=3.0 By: Jeffrey Dow Jones http://yesandnotyes.com/blog/2010/01/ten-questions-to-help-determine-the-integrity-and-quality-of-a-financial-advisor/comment-page-1/#comment-781 Jeffrey Dow Jones Fri, 15 Jan 2010 19:41:10 +0000 http://yesandnotyes.com/blog/?p=1152#comment-781 These are fantastic, thoughtful questions. We run a family of hedge funds and one of them is a fund of funds. Too often fund of fund managers get hung up on past performance and quantitative criteria for measuring risk, and they'll ignore qualitative factors like a trader's character. These questions certainly apply to fund managers and traders in addition to financial advisors and should be asked by prospective investors in conjunction with a thorough quantitative review. I will file these away for the next time we interview a potential manager. As the publisher of a newsletter myself, I feel as though its important for my readers to understand who I am and the framework from which my commentary and analysis flows. Part of me wants to answer these questions for my readers, but I worry it might cheapen the experience. Doug, how would you feel about personally answering these questions you posed in a subsequent post? How would you feel if you read on a competing financial advisor's blog his answers to these questions? Would you even believe them or would you worry about a smarmy, sales-centric meta-message? -JEFF These are fantastic, thoughtful questions.

We run a family of hedge funds and one of them is a fund of funds. Too often fund of fund managers get hung up on past performance and quantitative criteria for measuring risk, and they’ll ignore qualitative factors like a trader’s character. These questions certainly apply to fund managers and traders in addition to financial advisors and should be asked by prospective investors in conjunction with a thorough quantitative review.

I will file these away for the next time we interview a potential manager.

As the publisher of a newsletter myself, I feel as though its important for my readers to understand who I am and the framework from which my commentary and analysis flows. Part of me wants to answer these questions for my readers, but I worry it might cheapen the experience.

Doug, how would you feel about personally answering these questions you posed in a subsequent post? How would you feel if you read on a competing financial advisor’s blog his answers to these questions? Would you even believe them or would you worry about a smarmy, sales-centric meta-message?

-JEFF

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