“We also think that a portfolio of individual stock is the best investment for most people. Of course it shouldn't be just any set of stocks. The best stocks grow at a steady pace and shouldn't cause the investor any stress.
Learning how to research stocks and invest for quality is a skill that most people can learn, but it is very time-consuming. A professional investment manager can help clients build and maintain a bespoke portfolio of individual stocks.
Beware of advisors who recommend passive index funds and charge fees to mange these portfolios. We feel this approach isn't economical because clients pay double fees: fees to the advisor, and fees to the underlying passive funds."
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