You have the right to expect that your financial advisor is going to do what is best for your financial future. You shouldn’t have to worry about your investments just because you aren’t watching these accounts daily. The problem that sometimes comes up is that investment professionals might not always behave in a way that is best for their clients.
Sometimes, these individuals become tempted by the amount of money they see flowing through these accounts. This is a bad situation because they might start to do things that benefit them instead of you. We know that this isn’t something that investors want to consider, but it is a possibility when you have others over your accounts.
If you think that something is amiss with your accounts, be sure that you look into it quickly. We are here to help you evaluate the situation to determine what options you might have. Your options might be best exercised if you are able to work on the matter quickly. One benefit to this is that you might not face as big of a loss as what you might if the issue continues to drag on.
We realize that it isn’t possible for most people to keep a constant watch on their accounts, but it is important that you take the time to review them periodically. The goal is to make money, not to lose it to an advisor who isn’t doing what they are being paid to handle. We are here to work with you throughout this matter so that you can ensure your rights are being protected.
