What questions would you ask your PMS Services Manager
When considering portfolio management services (PMS), it's essential to ask the right questions to find the best fit. Key inquiries include understanding the manager's investment philosophy, track record, fees, portfolio management process, and potential conflicts of interest. Additionally, investors may inquire about high-water marks, minimum investment thresholds, and the differences from long-only mutual funds. PMS providers' experience, qualifications, and regulatory compliance are also vital factors to consider. While PMS services offer professional portfolio management, they may not suit all investors due to their cost and the need to delegate investment decisions. For those seeking expert management, PMS services can be a valuable option.
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