By Sidney Kess and Edward Mendlowitz
February 2017 Issue
CPA financial planners frequently are asked to review proposals from investment managers.
The involvement of a CPA financial planner adds a strong element of independence to an investment strategy. Since the CPA does not seek to manage the investments, the review is done with a full focus on the individual’s needs. A CPA’s fees are generally not material to the overall wealth being entrusted to an investment manager. Individuals who pass on engaging a CPA financial planner do so not because of the cost, but because the CPA fails to clearly articulate the value of the service.
Published with permission from the CPA Journal.
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