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Wealth Professional | 12 Dec 2016, 08:15 AM Agree 0
We sat down with financial planner Steve Tate to find out about his portfolio management strategy and to ask what he considers when selecting investing funds
  • Mike Gentile CLU CHFC CFP | 12 Dec 2016, 03:11 PM Agree 0
    I have been doing pretty much what Mr. Tate has been doing but probably longer. I would like to add one other thing that we do and that is to take into consideration how much skin the portfolio manager has in the game. We prefer to deal with managers that have established track records but also have their performance bonus's linked to the portfolios they manage and they have committed their personal savings into the funds that they manage. We believe that this is another way to add value.
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