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How to Select an
Investment Adviser
We believe that there are five criteria
that should be used to select an investment adviser.
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 The
adviser must have access
to the broadest possible universe of money managers.
The adviser must have NO compromising relationships with those managers
since many believe that those relationships tend to compromise
investment performance.
The adviser must have a transparent process which
enables their clients to see a true "head-to-head" comparison of all
money management teams in all asset classes. This enables the clients
to "see through" the investment advisory process in order to know not
only what investments they have, but why they have them.
With
over 21,000 mutual funds and thousands of private account money
managers available from which to choose in today's market, an adviser
must have access
to an on-going process and methodology by
which the clients are enabled to analyze, evaluate, select, adjust and
replace as necessary those managers which are no longer meeting their
targeted investment effect. This Process should be able to provide
clients with the answer to the question: "How did our manager perform relative
to every other fund or manager with which we could
have had our money?" This process does not exist in the traditional financial services
industry, but exists only
with CSSC Investment
Advisory Services, Inc. and its patent-pending technology and
methodologies.
An adviser must be reputable and of
relevant size.
But, how relevant is the "size" and "reputation" of the firm? Recent
events over the past few years have demonstrated that these alone do
not assure "safety", "integrity", "trustworthiness", or even "greater
expertise" of any advisory firm.
We therefore believe that being reputable IS important, but the size of the firm is not a key factor!
We
believe that CSSC Investment Advisory Services, Inc. is the only
investment advisory consultant to meet all five criteria.
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