Quote:
Originally Posted by mrf6969
Has anyone found a great LOCAL stockbroker person that they have had nice results with over the recent years?
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you are showing your age. . there aren't any stock brokers anymore.
they have all been replaced by computers.
What you are looking for is a money manager, which you can buy on line, or at expensive wealth management companies. The key is your level of portfolio / trading instrument sophistication, your level of participation, and your risk levels.
I personally used different ones over the years. Lately, the ML portfolio manager was out of the Cayman Islands / UK, and now I am using an AI/ML one from Switzerland and an experienced portfolio manager from Greece. The ML ones were too economic focused, and not enough of a blend of actual price movement. .
So what's your level of investment sophistication, and your expectations of hands on execution of buys or sells?