Has anyone in this community used Rob advisor service? or maybe a separately managed account service?
Can you name the service used and your experience? How did you go about selecting them? Was it the performance, fee , referral or some other reason?
Given many of us are DIY investors, if you were to augment your DIY investing with an ‘outsourced’ investment management service, what would you look for?
I have a keen interest given I am in this business and want to learn more about the needs of the community.