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I'm supposed to give advice of a good investment.. help 鈥?


I'v a meeting with a (very rich /but married/ woman). She wants to invest a lot of money, I'm supposed to give advice of a good investment.. help 鈥?/div>

  • 2 years ago

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Just tell her you don't know anything about good investments. She will understand.

Why is she asking you? If you don't know anything about investing (and apparently you don't), you'd be doing her a great disservice by giving her advice. The best thing you can tell her is to get a financial advisor. If she's very rich, she should already know that.

You don't even come close to having the necessary skills from your post. Since a good investment is a subjective decision based upon objective goals, you need a lot of skill and practice matching assets to goals and protecting liabilities and potential liabilities. Go to college for four years, take six months training and supervision for a year and you can help her.

Man, tell her plenty of hedge funds can help her if she's an accredited investor. If you dont know what an accredited investor dont even advise her.
To the guy who thinks that 6 months training or the use of a stupid computer program for asset alocation is gonna help someone. I guess you do that when you want to sell stuff (brokers), if you want to manage money (trader, PM) it takes years to learn.

Tallk to your manager. He or she should have more experience in your company products and working with wealthy people.

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