Search

Notices
Money Talk Your hard-earned money

Investment Advisors

Thread Tools
 
Search this Thread
 
Old 07-15-2016 | 06:01 AM
  #1  
Thread Starter
New Hire
 
Joined: Jul 2016
Posts: 3
Likes: 0
Default Investment Advisors

Hello,

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

Would like some feedback.

Thanks
Reply
Old 09-22-2016 | 09:14 PM
  #2  
Banned
 
Joined: May 2014
Posts: 1,182
Likes: 0
From: Tom’s Whipping boy.
Default

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
Reply
Old 09-22-2016 | 11:42 PM
  #3  
Line Holder
 
Joined: Aug 2005
Posts: 65
Likes: 0
From: Jet Cpt.
Default Money man

Originally Posted by BMEP100
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.
Reply
Old 09-27-2016 | 08:52 AM
  #4  
mike734's Avatar
New boss = Old boss
 
Joined: Mar 2005
Posts: 2,763
Likes: 1
From: Ca B737
Default

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.
Reply
Related Topics
Thread
Thread Starter
Forum
Replies
Last Post
par8head
Money Talk
31
12-23-2015 03:03 AM
Tuck
Cargo
2
05-24-2010 01:55 PM
vagabond
Money Talk
3
01-24-2007 01:18 PM

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are On
Pingbacks are On
Refbacks are On



Your Privacy Choices