How to Choose the Right Investment Advisor: A Guide to Financial Confidence
Making informed financial decisions starts with finding the right guidance. Join us to welcome GreenPortfolio for an insightful session on hiring an investment advisor—and discover whether it’s the right move for you and your family.
In this no-pressure, judgment-free event, GreenPortfolio will break down everything you need to know, including:
✅ The different types of financial advisors and their roles
✅ Key factors to consider—experience, fees, investment philosophy, and more
✅ The essential questions to ask before making a decision
✅ Understanding advisor fee structures and choosing the right fit
✅ Red flags to watch out for when selecting an advisor
💡 By the end of this session, you’ll walk away with the confidence and knowledge to take control of your financial future. Don’t miss this opportunity to gain expert insights and make empowered investment choices!
ABOUT THE HOST:
The Fourth Effect connects visionary startups to top-tier executives to fuel growth, innovation, and boardroom success. Startups gain game-changing advisors and investors, while executives unlock board roles, advisory experience, and exclusive early-stage investment opportunities.
Currently over 3,500 users on our platform including:
~ 2,800 Board ready, executives (General Counsel, C-Suite, VPs in large companies, with more than 10 years of senior level experience)
~ 800 Startups - Pre-Seed, Seed, Series A
24 Venture Funds
150+ Accredited Investors
Come see for yourself. Join us for a platform tour HERE.