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Old 07-15-2016, 06:01 AM
  #1  
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Default Investment Advisors

Hello,

Does anyone here use Cleary Gull investment advisors to manage their retirement account ?

Would like some feedback.

Thanks
tarpon56 is offline  
Old 09-22-2016, 09:14 PM
  #2  
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I don't use them. I interviewed one of their people interested in managing my account. A friend uses them. Not impressed, although I think they are better than many out there.

Where are you located?

You can pm me , I'll give you my number.


d
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Old 09-22-2016, 11:42 PM
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Originally Posted by BMEP100 View Post
I don't use them. I interviewed one of their people interested in managing my account. A friend uses them. Not impressed, although I think they are better than many out there.

Where are you located?

You can pm me , I'll give you my number.


d
I pay my guy by the year. I can see him anytime I want. He answers many money mngt questions for me He earns his way, and then some.
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Old 09-27-2016, 08:52 AM
  #4  
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Most financial advisors I've interviewed do not have the authority to trade within a 401k. Most of them are interested in managing rollover IRAs and other investment accounts not associated with an employer. They generally charge 1% of assets under management. Too much for too little in my opinion.

There is a strategy called, "Dual Momentum" that has returned over 17% per year since 1974. It's simple. It's cheap. And it's effective. Check it out here: Momentum
Just read up and make up your own mind. Past performance is no promise of the future but I like the simplicity of the system.
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