If you aim to be successful, it’s vital to collaborate with the top minds in your industry. The wealth management industry is no different; we achieve more by collaborating with leading investment strategists than we could achieve on our own. As a Wealth Manager serving affluent women, I work closely with top money managers to provide diversification and strength to my client’s portfolios.
One of my personal favorite money managers is Dr. Kenneth Kim, Ph.D., the Chief Financial Strategist with Eqis Capital. I admire Dr. Kim not only for his academic and professional achievements but also his personal success story. He came to the United States with his parents as a young man and promptly began pursuing his passion of finance. He earned a bachelor's degree, MBA, and Ph.D. in Finance from top universities.
He went on to advance his career as one of the top finance scholars in the last 50 years1. Dr. Kim has worked with the United States Securities and Exchange Commission, as a professor of finance in both the United States and China, and speaks internationally about financial markets.
I met with Dr. Kim recently at a wealth management conference, pictured. His new book, Mutual Funds Exposed, recently reached the Amazon Bestseller list. In the book, he discusses how most Americans invest in mutual funds, either directly or through their retirement accounts, though their long-term track record under performs commonly used benchmarks, such as the S&P 500. This long term under performance jeopardizes the financial well-being of millions of investors.
Instead of using mutual funds, at Engaging Women in Wealth, we seek to reduce the overall fees our clients pay by using top money managers. It’s important for investors to understand how their money is invested as well as the fees they are paying. Do you know who is managing your money and which fees you are paying? To learn more about our investment strategy and the money managers we partner with, contact me today at 858.756.0004 or email me at [email protected]
About Deb Sims
Deborah Sims is the Principal of Estate Management Group, a wealth management and financial services firm offering comprehensive and customized strategies to help her clients manage their assets and feel confident in their future. Her mission is to serve as her clients’ most trusted wealth advisor through professional knowledge, integrity, and personalized wealth management services. Based in San Diego, California, Deb’s team has offices in Rancho Santa Fe, Old Town, and Del Mar. She invites you to contact her team today to learn more about how they can help you.