Friday, November 6, 2020

Choosing the Right Investment Fund



Frederick 'Fritz' Eugene Mowery has provided financial asset management services through his company, Mowery Capital Management, Dallas, Texas, for 25 years. Much of Fritz Mowery's success has come through choosing the right investments to invest his clients' funds.

There are thousands of investment companies trying to attract people to invest with them. Here are some ways to evaluate different investment choices and choose the right investment company.

Look out for investment managers that have a long track record and experience..

Go for managers that focus on the long term. Search out managers that are fiduciaries. Avoid managers selling illiquid, high risk limited partnerships.

Compare the management fees.

Check out the investment strategies of these managers. Most successful funds don't stray far from the strategy they used at their start. Consider the implications of your investment on your taxes.

Always make sure the investment manger's style meets with your risk tolerance, time horizon and short and long term goals. Be fully open and honest with your investment managers to help him serve you better. This will help you not double up investments taking undue risks. 

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