So you are ready to invest, huh? You come through our system and BOOM you get 3-5 SmartVestors to work with! How do you decide who to work with?! Great question, we are here to help!
The first thing to know is each of these pros are vetted and endorsed by us. All that to say is there are no bad options. Any one of our SmartVestors will serve you with excellence! However, it is important to enjoy who you work with and that is up to you. To make it easy, we’ll send you a list of questions you can ask during your first interview (if you cannot find said email here is a link to these questions). In general, you’ll ask them about their investing philosophy, how they get paid, and how often they communicate with their clients. Above all, if something doesn’t feel right, keep interviewing other SmartVestors.