For a relationship to last, it has to be a good FIT for both parties.
The Four Elements of FIT:
- Relationship — Do we like each other, and are we able to work together?
- Money to manage –- I find my investment model is best suited for those who have investable assets of $500,000 or more.
- Values — Do we share similar values? If we do, in time, I should be able to earn your trust.
- Investment Philosophy — While I offer it, I’m not a fan of the buy & hold concept. I believe in Dimensional Diversification.