Fit Finance Sessions

Discretionary vs Advisory Investment

September 06, 2018 Efficient Portfolio Season 1 Episode 4
Discretionary vs Advisory Investment
Fit Finance Sessions
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Fit Finance Sessions
Discretionary vs Advisory Investment
Sep 06, 2018 Season 1 Episode 4
Efficient Portfolio

There are lots of ways to invest your money, but how are these investments best managed and facilitated? On this month's Fit Finance Sessions we bring together Discretionary Investment Managers PortfolioMetrix and Financial Planners Efficient Portfolio to discuss what they have done in the past, what they're doing now and how their clients have found Discretionary Investment Advice vs Advisory Investment Advice.

Show Notes

There are lots of ways to invest your money, but how are these investments best managed and facilitated? On this month's Fit Finance Sessions we bring together Discretionary Investment Managers PortfolioMetrix and Financial Planners Efficient Portfolio to discuss what they have done in the past, what they're doing now and how their clients have found Discretionary Investment Advice vs Advisory Investment Advice.