Engage a Qualified Investment Manager

Many investors are dissatisfied with their current investment advisor.  Others are choosing one for the first time.  If you are looking to find a new investment manager, consider our ManagerSEARCH™ service. With ManagerSEARCH™, a Weigh House Investor Consultant helps you attract and retain one or more experienced, principled investment managers to implement your portfolio plan and select securities for your account. ManagerSEARCH™ offers a number of compelling benefits.

Highly Qualified Investment Managers

  • Our thorough due diligence process includes a review of the organization, as well as the experience and credentials of key investment professionals. We evaluate their investment philosophy and processes, including investment strategies and risk management procedures. We ensure their past investment performance has delivered consistent results.

Tailored Search

  • We take the time to understand your requirements and preferences. Only capable and compatible managers are invited to compete for your business.

Fast and Efficient

  • We perform the due diligence for you. In fact, we’ve pre-qualified many investment professionals to save you time and effort.

Consistently Good Service  

  • Your investment manager will prepare a client service agreement, clearly stipulating the quality of service provided. Further, your manager will work harder knowing we are monitoring his or her performance.

Reduce Management Fees

  • Since we represent many clients, we are able to negotiate preferential management fees for you. These reduced fees result in substantial savings.

The Process

Step 1 – Articulate Your Requirements

Based on your objectives, investment experience, investible assets, risk tolerance, and location, we work with you to formulate your ideal client-manager relationship.

Step 2 – Solicit and Review Proposals

We invite three reputable and compatible investment managers to submit written proposals for your business. We then chair one-on-one meetings so that each manager can present his or her credentials to you. All such meetings are conducted sequentially, in a single morning or afternoon.

Step 3 – Make an Informed Decision

We work with you to ensure you understand the merits of each proposal, address any questions or concerns you may have, and make an informed selection.

Our Guarantee

We do not accept any remuneration from investment managers we recruit for clients. Our loyalty is to our clients alone.

In most situations, reduced management fees enable our clients to recover the full cost of our ManagerSEARCH™ service within one or two years.

We provide the information you need to make the right decision when choosing an investment manager.