"If ever you find one Investment Advisor, with all five qualities, put money there immediately and put as much as you're allowed to put with them." — Peter Kaufman
Peter Kaufman, CEO of Glenair Inc., identified five characteristics — the "five aces":
- Total integrity
- Actual deep, deep fluency in what you do on behalf of the client
- A fee structure that's actually fair in both directions
- An uncrowded investment space — staying away from herd mentality
- A long runway — reasonably young in age
Two additional important factors:
- Independent and bias-free — Choose an Advisor, not a Salesperson.
- Strong belief in keeping things simple — Resist temptation toward complex or fashionable investment strategies.
At Infiniti Financial Services, our Wealth Architects operate according to all seven characteristics.