Maximizing Your First Meeting with a Registered Investment Advisor (RIA): A Guide for Investors
The due diligence required to find the right registered investment advisor (RIA) to partner with can be daunting. People often think seeking the best possible return is the only thing they must consider. While understanding how an RIA handles its investments is important, it is only a piece of what needs to be researched on a company. You must understand and know the RIA fully and that a relationship of mutual trust can be built over time. For this reason, we have put together this guide for investors to use in vetting potential RIAs as their partners for the future of their wealth.