In times of challenging markets, what questions should you be asking your advisor? In this episode of Stonebridge Soundbites, you’ll hear the insight and expert advice from our Chief Investment Officer, John Schonberg, CFA.
Topics Discussed in this Recording:
- Top 3 questions to ask an investment advisor
- Why it matters where your assets are custodied
- How the demand for customized solutions is shaping investment management
- Importance of asking what are the embedded risks in your investment portfolio