The following
is my answer to a Quora question: “Where can I find somebody that can help me set up my portfolio and
help me with some trades? I do not want
a full-time financial advisor or planner.”
There are probably forums and committees of people who think they
know how to do this, with lots of tips and advice. None of them will be very good. What you are asking for is professional
work. You are not likely to get that for
free. Setting up a balanced portfolio that
meets your investment goals, is aligned with your risk profile, and congruent
with your investment horizon, is not as easy for someone who is not trained in
it. That is just the beginning. We have not even addressed managing the portfolio. If you are serious about getting it done
right, then pay someone. There is no
free lunch.
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