Anyone use a professional money/investment manager? What has been your experience?
- By 748rpilot
- The Bear Pit
- 20 Replies
As the title says, I'm looking to get some real world feedback from folks who use or have used professional money/investment management services. Based on the number of TacOps, AI and MRAD shooters here, there must be a decent few of you
Alternatively if you work in this line of work, I'd love to pick your brain privately.
I'm pretty fortunate to make a pretty decent living and have always lived below my means. I've mainly been saving cash and maxing out retirement plans, but over the last several years have been investing in equities. My original plan was to split $XXXX per month between DJIA, QQQ and SPY index funds, with lesser amounts going towards some other ETFs and individual equities I thought had promise.
With the markets only going up and VIX staying low, however, I've been putting off the investments into index funds worried that a sharp correction is coming.
I've realized that it may be in my best interest to hand this job over to someone else and have been speaking with a JP Morgan private client banker and investment manager. They do seem to have put together a pretty solid plan for managing all aspects of my finances and attaining life goals but now we're at the make-a-decision phase and I'm a bit resistant to change, so getting cold feet. I was thinking some real world feedback may help me come to a decision.

I'm pretty fortunate to make a pretty decent living and have always lived below my means. I've mainly been saving cash and maxing out retirement plans, but over the last several years have been investing in equities. My original plan was to split $XXXX per month between DJIA, QQQ and SPY index funds, with lesser amounts going towards some other ETFs and individual equities I thought had promise.
With the markets only going up and VIX staying low, however, I've been putting off the investments into index funds worried that a sharp correction is coming.
I've realized that it may be in my best interest to hand this job over to someone else and have been speaking with a JP Morgan private client banker and investment manager. They do seem to have put together a pretty solid plan for managing all aspects of my finances and attaining life goals but now we're at the make-a-decision phase and I'm a bit resistant to change, so getting cold feet. I was thinking some real world feedback may help me come to a decision.