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PFP | Analyzing an Investment Manager’s Proposal

By Sidney Kess and Edward Mendlowitz
CPA Journal
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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