how to become an investment manager
individuals interested in careers as investment managers should follow the same path as all regulated financial advisers choosing an investment managerthe type of investment manager that investors choose depends on what stage they have reached in their financial planning process a beginner investor may benefit by using a certified financial planner cfp who can teach the basics of retirement planning a seasoned investor interested in a wide range of securities may fare better with a portfolio manager most investment managers outline their philosophy on their websites or in their disclosures data on investment returns and investment manager performance are often well documented and ranked by media sites and financial watch groups investors should consider fee structures when comparing investment managers fees and expenses typically include management fees performance fees custody fees and commissions 